Financial Consultant

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. New York Life is currently seeking a self‑motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long‑term strategy to achieve their financial goals.

Training, support, and professional development:
New York Life offers a comprehensive three‑year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

• 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.
• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice.
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer.
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.

• Must have the ability to successfully network and prospect for new clients.
• Strong relationship management skills and/or experience required.
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.
• Competitive, coachable, self‑disciplined, authentic.
• Strong communicator, committed to making a positive impact.

$92,000-$110,000 per year