Financial Professional in Training - Entry Level

Job Description

Job Description

If you are looking to start your career as an insurance and financial services professional, one way to increase your chances of success is by learning from those who came before you.

Join New York Life Insurance Company, a reputable and well-established insurance company that is dedicated to helping individuals and families achieve financial security as a Financial Professional in training.

You will have the opportunity to be mentored by and collaborate with a successful, established agent to help pave the path for your growth and success.

We offer a hybrid remote work environment, allowing you the flexibility to work from home while still maintaining a strong connection to our local team.

What sets us apart? At New York Life, we believe in providing comprehensive training and ongoing support to ensure your success.

You will receive the guidance and resources needed to develop expertise in insurance products and financial planning, empowering you to provide personalized recommendations and solutions to clients.

This is a dynamic role where you will have the chance to build relationships, educate clients, and help them make informed decisions to safeguard their financial future.

If you are eager to embark on a rewarding career in insurance and financial services, if you are passionate about making a positive impact, if you want the ability to set your own pace and establish your own income objectives, if you are looking to join a supportive and collaborative team, New York Life Insurance Michigan's Agent Mentoring Program is the opportunity for you. Apply now!

Benefits

Commission Only

Health Insurance

Dental Insurance

Vision Insurance

Career Growth Opportunities

Disability Insurance

Hands on Training

Life Insurance

Retirement Plan

Responsibilities

• Client Engagement : Build relationships with clients by understanding their financial goals and providing tailored advice and solutions.
• In-Depth Analysis : Conduct thorough financial needs analyses to identify areas of improvement and provide suitable recommendations.
• Educational Presentations : Deliver informative and engaging presentations to educate clients on insurance products and financial planning strategies.
• Cross-Selling : Identify opportunities to enhance clients' coverage and financial portfolios by offering additional insurance products.
• Networking : Attend networking events and actively seek out potential clients to expand your professional network.
• Self-Development : Continuously enhance your knowledge of insurance products, industry regulations, and financial planning techniques to better serve your clients.

Requirements

Educational Background : Bachelor's degree in finance, business, or a related field is preferred but not required.

Professional Skills : Strong communication skills, both oral and written, with the ability to explain complex financial concepts in a clear and concise manner.

Entrepreneurial Mindset : Self-motivated with a drive to succeed in a competitive sales environment.

Networking Abilities : Proven ability to build and expand a professional network through relationship building and referral generation.

Integrity and Ethics : Commitment to maintaining the highest ethical and professional standards in all client interactions.

Technology Proficiency : Comfortable using computer applications and digital tools to facilitate client meetings and presentations.

Licensing : Must have or obtain a Life & Accident / Health license; ability to obtain SIE, Series 6 and 63