Financial Consultant

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.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial 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)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.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.

Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M / F / D / V

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 amend or terminate any benefit plans, in whole or in part, at any time.

2- Source : Individual Third Party Ratings Reports as 7 / 30 / 18.

3- 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

4- Based on revenue as reported by Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual), Fortune magazine, 6 / 1 / 19.

For methodology, please see http : / / fortune.com / fortune500 /

Compensation :

$84,000 - $115,351 yearly

Responsibilities :

• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
• 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
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

Qualifications :

• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Strong relationship management skills and / or experience required
• Ability to successfully network to prospect new potential clients is a must
• Ability to obtain SIE and Series 6
• Speak Spanish or Portuguese and English
• Relationship Management skills are required
• Ability to acquire a Life & Accident health license
• Entrepreneurial Spirit

About Company

A Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign : 2022 Corporate Equality Index
• Forbes 2022 : America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.7
• $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
3 days ago