Personal Financial Planner

Job Description

Job Description

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day.

At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.

This is not just a sales job it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college.

As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

Compensation : $100,000 yearly

$100,000 yearly

Responsibilities :

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications :

• Able to obtain Michigan Life, Accident, and Health licenses
• Able to obtain Finra SIE, 6 or 7, and 63 licenses within 90 days
• Strong communication skills and an ability to follow systems and processes
• Strong desire to build relationships and connections in the community
• Exceptional critical thinking and problem-solving skills
• Entrepreneurial minded
• Comfortable working in an environment that allows flexibility while providing structure

About Company

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)¹.

For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world².

New York Life has been recognized as one of the World’s Most Admired Companies by Fortune Magazine for 2019.