Jobs · Finance · California

Financial Consultant

TSC Business Solutions · Sacramento, CA · 1 mo ago
On-siteFinance$85k–$125k/yrFull-time

About the role

New York Life is seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.

Responsibilities

  • Help clients develop a sound, long-term strategy to achieve their financial goals.
  • Work with highly successful, established agents and managers to assist in developing a clientele.
  • Benefit from comprehensive training, support, and professional development opportunities.

Requirements

  • Self-motivated and driven personality.
  • Passion for making a positive impact on people’s lives.
  • Strong interpersonal skills.
  • Ability to build relationships with clients and prospects.

Qualifications

  • High school diploma or equivalent.
  • Experience in financial services or related field preferred.
  • Excellent communication and customer service skills.

Skills

  • Strong analytical and problem-solving skills.
  • Effective communication and presentation skills.
  • Ability to work independently and as part of a team.

Benefits

  • Medical, dental, vision, long-term disability, and group term life insurance.
  • Comprehensive three-year training program.
  • Marketing support and prospecting assistance.
  • Ongoing professional development opportunities.

Pay

$85,000 - $125,000 yearly

Schedule

Full-time position

Benefits

  • Immediate eligibility for medical, dental, vision, long-term disability, and group term life insurance for full-time agents and their dependents.

Source

Source: Individual Third Party Ratings Reports as 7/30/18. MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. 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/.

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