EntryLevel Financial Services Professional
: Job Details :


EntryLevel Financial Services Professional

New York Life Nassau-Suffolk Region

Location: Melville,NY, USA

Date: 2024-10-15T15:39:28Z

Job Description:

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. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you!

New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

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.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019.

Responsibilities:

  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM.
  • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
  • 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.
  • Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.

    • Qualifications:

  • Required to effectively network to identify potential new clients.
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.
  • Strong relationship management skills and/or experience required.

    • We're looking for people who possess the following characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively and independently.
  • Outgoing personality with the ability to develop relationships (i.e., “People Person”) and a sincere desire to help others.
  • Fearless, positive attitude and willingness to be accountable for results.
  • Organized, detail-oriented, and excellent time-management skills.
  • The desire for continuous learning.
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner.

    • Compensation: $75,000 - $100,000 yearly

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