Financial Sales Professional

Are you a leader who has the following traits?

• Competitive
• Business-Minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

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

At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, 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 a financial professional, 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 average performance-based compensation

Responsibilities:

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:

• Ability to build and maintain strong client relationships, acting as a trusted advisor.
• Strong analytical skills to assess client financial status and develop tailored strategies.
• Excellent communication skills, both verbal and written, to convey complex financial concepts clearly.
• Ability to work independently and collaboratively within a team to achieve common goals.

About Company

New York Life Insurance Company has been helping people for over 180 years by providing life insurance, annuities, and investments to individuals and businesses. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We strive to improve local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. We value development, career growth, collaboration, innovation, and diversity & inclusion through various resources and programs.

We are the nation's largest Mutual Insurer, and our investments division manages over $800 million dollars in AUM. We are ranked #69 on the Fortune 100 list of major companies in the United States. Our financial ratings are the highest in the industry, and we are positioned to grow for the next 100 years...you cannot find a stronger, more resilient company to work for. Join us!

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Compensation details: 100000-100000 Yearly Salary

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