Financial Sales Advisor

Employment Type

: Full-Time

Industry

: Sales



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Career Summary

Financial Agent/Advisor - Monroe Firm

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives with our Monroe Firm. 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.

Experienced and non-experienced agents encouraged to appt

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.

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 and Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). (Source: Individual Third Party Ratings Reports as of 7/30/18.) 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. MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance. (Source: MDRT as of 7/1/2019.) New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Advisors 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

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.

Compensation:

$75,000

Responsibilities:

  • Sales representative responsible for promoting our full line of financial services products, including life insurance and retirement solutions
  • 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
  • Collect and organize each client’s financial information using a Client Relationship Management system to determine financial status, financial goals, cash flow, and financial expectations
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Run a financial practice with the support of one of the industry leaders

Qualifications:

  • Driven, motivated individual that is sales-minded and willing to manage a territory
  • Must have the ability to successfully network and prospect for new clients
  • Must possess uncompromising integrity and the ability to communicate complex ideas
  • Must have effective relationship management skills
  • Must be comfortable with prospecting for potential clients, scheduling meetings, and running presentations

About Company
  • Fortune 100 Company
  • Top-rated Training and Development in the Industry
  • Full benefits, including 401k and Pension, Health & Life Insurance
  • Flexible work schedule
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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