Financial Advisor / Insurance professional

Overview

Becoming a New York Life Insurance and Financial Sales Professional offers the opportunity to build a financial sales and insurance business with strong earning potential, while helping clients achieve financial security and maintain a flexible schedule. The program provides extensive guidance, encouragement, and training for those pursuing this path. As a Financial Services Professional, you help individuals plan for their future, including retirement planning, funding their children's college education, and arranging wealth transfers to heirs.

Job Details

• Location: Melville, NY
• Job Type: Full-time
• Salary: $75,000.00 - $100,000.00 per year
• Benefits: 401(k), Health insurance, Vision insurance
• Work Location: In person

Responsibilities

• Meet and contact new potential clients to discuss financial concerns and needs
• Conduct informational gathering meetings with clients
• Analyze client needs and present potential financial sales solutions
• Provide ongoing service to clients
• Develop and implement personal business and marketing plans
• Engage in ongoing development of professional skills and knowledge

Qualifications

• College degree preferred
• Previous sales experience a plus
• Life and health licenses within 30 days of acceptance (company will pay for costs)
• Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
• Organized, detail-oriented, and excellent time-management skills
• Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
• Ability to work in a team-based environment

What You Will Experience

• Enjoying a flexible lifestyle
• Working toward personal and professional financial growth
• Pursuing an opportunity for very high income
• Performing a valuable service to others in your community
• Opportunity to move into Fast Track Management program within 2 years for qualified applicants

Training

NYLIC University: One of the most comprehensive and well-respected training programs in the industry.

Benefits and Compensation

• Defined Benefit Pension Plan*
• 401(k) Saving Plan
• Health/Dental/Life/Disability Insurance
• Continuing education reimbursement
• Reimbursement for industry designations
• Discounts from major wireless carriers

*Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.

Company Description

New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.

Required Experience

Sales: 1 year