Financial Services Representative​/Consultant

FINANCIAL SERVICES REPRESENTATIVE/CONSULTANT

Employment type: Full-time

By continuing to be a mutual company, we are uniquely aligned with our clients. By acting with integrity and humanity, we earn their trust and loyalty. New York Life maintains a disciplined investment philosophy. Its guiding principles are consist of maintaining diversification. We do not take outsized stakes in any single investment opportunity, no matter how attractive it may appear and we conduct our own research.

As a mutual company, New York Life’s investment decisions are not subject to shareholder pressures for quarterly profit gains. We will and do forsake the potential of short-term gains to preserve long-term safety. New York Life has the highest ratings for financial strength currently awarded to any life insurer by the four major rating agencies. This is a True Career Opportunity with Excellent Benefits, Full Training, Management Opportunities, and the Opportunity to Make a Positive Impact on the Lives of Others.

You work for yourself, but not by yourself. Find out why we call ourselves The Company You Keep®.

Your clients may draw upon your services as a financial services professional at New York Life for objective advice and access to your specialized expertise in the financial services industry. As a result of our company’s exposure to numerous organizations, New York Life is aware of industries’ best practices, giving you the knowledge you need to keep clients properly informed. Our company brings its proprietary methodologies or frameworks to guide the identification of problems and to serve as the basis for recommendations for more effective or efficient ways of conducting strategic needs analysis to help your clients achieve their goals.

As a financial services representative, you will be thoroughly trained in all of these fields.

• You will use strategies as a system of finding, formulating, and developing complete needs analysis that will ensure long-term success for your clients if followed faithfully.
• You will develop and implement business and marketing plans.
• You will customize your career path to match your personal goals.
• You will prospect for potential clients.
• You will discuss financial concerns and needs of individuals.
• You will present potential solutions using our world-class suite of products and services, such as high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs.
• You will have a flexible benefits package that includes a 401(k) and a choice of health plans.
• You will develop your professional skills and knowledge.

This position is suited for those who enjoy helping others and seek personal satisfaction from meaningful work, with a competitive edge. Our representatives have opportunities to receive recognition and rewards for achievements. We look for highly motivated individuals with an entrepreneurial mindset; self-starters and energetic personalities tend to excel in this business.

Locations
:
Contact us if you live along the Gulf Coast Region and are willing to train in these regions (Mobile, AL and Baldwin Counties/Washington County; Mississippi Gulf Coast; Pensacola, FL).

Our team values hard work, FUN, empathy, outgoing personalities, and an interest in financial services and consulting. We welcome individuals who are comfortable working with people from ALL financial backgrounds and cultural markets.