Financial Consultant

Build Relationships. Drive Results. Grow Your Success with New York Life. Are you a results-driven sales professional with a proven record of exceeding goals and building lasting client relationships? At New York Life Insurance Company, we’re looking for a Financial Consultant who can combine strategy, relationship-building, and initiative to deliver financial solutions that make a difference. We’ll provide the tools, training, leadership, and support you need to excel — and the competitive compensation to reward your success.

If you’re a motivated self-starter with strong communication and interpersonal skills, this is your opportunity to turn your ambition into a fulfilling career.

• Developing and executing a sales strategy to acquire new clients and expand existing relationships.
• Presenting tailored, win-win financial solutions that address client goals and closing sales effectively.
• Leveraging multiple prospecting channels —including social media, networking, and referrals—to identify and engage new opportunities.
• Analyzing market trends and competitive positioning to present New York Life as the trusted and preferred choice.
• Meeting or exceeding sales goals
  , lead requirements, and revenue targets on a monthly basis.
• Managing your pipeline efficiently, ensuring consistent follow-up, and steady growth in your client base.

• Driven by results, with a passion for sales and business development.
• Skilled communicators who can build trust and rapport with clients.
• Organized, self-motivated, and comfortable managing multiple priorities.
• Eager to learn and grow within a respected, industry-leading organization.
• Experienced in consultative sales, financial services, or relationship management (preferred).

• Comprehensive training and mentorship through NYLIC University.
• Ongoing professional development and access to advanced sales tools.
• Strong company support with marketing, technology, and client resources.
• A rewarding compensation structure designed to recognize and encourage success.

• Deliver tailored financial advice and strategies by hosting educational workshops, one-on-one consultations, and seminars aligned with clients’ financial goals and risk tolerance.
• Leverage CRM systems to maintain detailed records of each client’s financial profile, including goals, income, cash flow, and future expectations, as a foundation for personalized financial planning.
• Design comprehensive, customized financial plans utilizing a full suite of New York Life’s products and services, thoughtfully matched to clients’ current and anticipated life stages.
• Proactively identify and cultivate prospects through consistent outreach, including social media engagement, networking, and other marketing strategies.
• Build and maintain long‑term client relationships by serving as a reliable and knowledgeable financial advisor, earning trust through consistent communication and results.
• Guide clients through critical financial decisions regarding life insurance, investment strategies, retirement planning, and other financial solutions tailored to their individual needs.

• Minimum of 2 years of experience in sales or a related field such as marketing or business development.
• Familiarity with financial products or industry knowledge is a strong plus.
• Self‑motivated and goal‑oriented
  , with a proven ability to contribute to team success.
• Demonstrated success as a top performer in sales
  , consistently meeting or exceeding targets.
• Comfortable engaging with prospects
  , presenting tailored solutions, closing deals, and actively seeking referrals.
• Strong relationship‑building and client management skills.
• A business‑oriented mindset with a forward‑thinking drive.
• Unwavering integrity and the ability to explain complex ideas and strategies with clarity.
• Skilled in networking and leveraging social media platforms to generate new business opportunities.
• Highly organized
  , detail‑focused, and capable of managing time and priorities effectively.
• Leadership and communication skills.

NORTH AND SOUTH CAROLINA RESIDENTS ONLY

$84,000 - $115,351 per year