Financial Services Professional

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when our policy owners need us.

Equal Opportunity Employer, M/F/D/V.

• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
• Flexible Schedule
• Joint work
• 2-year training program

• Must have effective relationship management skills
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Must have the ability to successfully network and prospect for new clients
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Life and Health license preferred
• Must be a competitive person

$100,000 per year