Entry-level Financial Services Professional

About the role

New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright 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. We have 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). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. 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.

Responsibilities

• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds
• Build your practice and help those in your community prepare for their financial futures

Qualifications

We’re looking for people who possess the following characteristics:

• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person”) and a sincere desire to help others
• Fearless, positive attitude and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Benefits

• 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.

Pay

$75,000 – $100,000 yearly

Schedule

Full-time

Work Location: Flushing, NY 11354