Impactful Financial Professional - Flexible Schedule

New York Life - Gulf Coa; Mobile (AL); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life Insurance Company, a mutual life insurer, seeks Financial Professionals who understand clients' financial needs and offer guidance on long-term planning. The role emphasizes building a practice through client relationships, education, and ongoing professional networking to secure long-term financial security for individuals and families.

The position highlights flexible scheduling and the opportunity to impact communities by helping clients prepare for retirement, college savings,

Qualifications

• Understand the needs and financial concerns of clients.
• Educate clients on how to plan ahead for the future financially so that they are prepared for life events.
• Promote customized ways for clients to achieve their long‑term financial goals.

Responsibilities

• Build and maintain long-term relationships with clients to establish trust and stability in the community.
• Help clients navigate retirement planning, college savings, and other lifestyle-impacting decisions.
• Develop and maintain a professional network and prospect for new clients to grow the practice.
• Provide compassionate guidance to clients when difficult life events arise.
• Aim to grow an insurance and financial practice through ongoing client service and outreach.

Job description

New York Life Insurance Company, a mutual life insurer, seeks Financial Professionals who understand clients' financial needs and offer guidance on long-term planning. The role emphasizes building a practice through client relationships, education, and ongoing professional networking to secure long-term financial security for individuals and families.

The position highlights flexible scheduling and the opportunity to impact communities by helping clients prepare for retirement, college savings,