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Financial Services Consultant
Financial Services ConsultantNew York Life Insurance Company • New York, NY, US
Financial Services Consultant

Financial Services Consultant

New York Life Insurance Company • New York, NY, US
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This Position is Located in New York, Manhattan

Full job description

As a Financial Services Consultant at New York Life, you'll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based role, you'll run your own practice with the support of a Fortune 100 company. You'll offer customized solutions through life insurance, investments, and long-term care insurance. Your hard work will be valued and rewarded, helping you and your clients build a secure future. This position offers a hybrid work schedule, blending in-office work with community events, networking, and relationship-building.

Compensation : $59,500.00 - $163,139.00 per year+ bonus incentives.

Qualifications

  • Excellent communication and interpersonal skills.
  • Minimum 3 years of sales experience in sales, customer service, or consulting (preferred).
  • Life, Accident, and Health license required or willingness to obtain within a reasonable time.
  • Series 7, 66, or 63 license preferred but not required.
  • A desire for an entrepreneurial mindset and a passion to help others.
  • Strong knowledge of sales techniques and strategies.

It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment

Do you consider yourself to have these qualities?

  • Sales knowledge
  • Strong communication skills and ability to talk to anyone easily
  • Enjoy engaging in your community and networking
  • Self-starter and eager to learn new things

    • Responsibilities

  • Understanding the needs and financial concerns of clients and providing solutions
  • Sell life insurance and long-term care insurance
  • Educating clients on how to plan for their future financially if the event of unfortunate life circumstances occur
  • Networking and building your personal book of business through establishing professional networks and prospecting for new clients
  • Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security

    • Our new blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes :

  • Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship
  • Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to a successful career
  • Support from corporate development managers and product consultants to assist you
  • Access to state-of-the-art marketing support
  • In conjunction within office trainings, we've created a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
  • You can read in full about all benefits for our Financial Professional role here : https : / / www.nylbenefits.com / agents
  • We have Fast Track to Management opportunities for qualified professionals once established in the career.

    • About New York Life

    As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interest and priorities. We have over 180 years of industry experience. Some of our accolades include :

  • A promise to work with you to build a strong financial future for both you and your clients

    • 71 on Fortune 100 in 2019

  • Most MDRT2 members in any United States Mutual company 2019
  • Highest possible financial strength ratings currently awarded to any life insurer : Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 7 / 30 / 18

    • New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity

    1.) Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason.

    2.) MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE : MDRT as of 7 / 1 / 2019

  • 401(k)
  • Disability insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Vision insurance

    • Job Types : Full-time, Contract

    Work Location : Hybrid remote in New York, NY 10007

    Seniority level

  • Entry level

    • Employment type

  • Full-time

    • Job function

  • Finance and Sales

    • New York Life is an equal opportunity employer and supports a diverse workforce.

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    Financial Consultant • New York, NY, US