Hybrid Financial Services Consultant – Build Your Practice

New York Life Insurance Company; New York (NY); Hybrid; USD 59,500 - 163,139; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Flexible spending account

Life and disability insurance

Job summary

A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized solutions through life insurance and investments. Compensation ranges significantly, rewarding performance, with opportunities for professional development and mentorship.

Qualifications

• Minimum 3 years of sales experience in sales, customer service, or consulting (preferred).
• Willingness to obtain required licenses within a reasonable time.
• Desire for an entrepreneurial mindset and passion to help others.

Responsibilities

• Understand the financial needs of clients and provide solutions.
• Sell life and long-term care insurance.
• Educate clients on financial planning.

Skills

Excellent communication and interpersonal skills

Sales knowledge

Strong knowledge of sales techniques

Education

Life, Accident, and Health license

Series 7, 66, or 63 license (preferred)

Job description

A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized solutions through life insurance and investments. Compensation ranges significantly, rewarding performance, with opportunities for professional development and mentorship.