Financial Advisor

Job Description

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.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial 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. 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 & 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 - Equal Opportunity Employer M/F/D/V

1-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.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see

Compensation:

$80,000 - $100,000 at plan

Responsibilities:

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

Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer

Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

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 CRM to determine financial status, financial goals, cash flow, and financial expectations

Hire, develop, and help us expand our field of advisors across the state

Lead and motivate our sales team by setting a sales plan for each sales associate, identifying individual sales targets, and overseeing training programs to make sure they’re successful

Coach and counsel your sales team members, evaluate their performance, and offer suggestions for improvement

Identify new sales opportunities, emerging markets, and lead-generation programs to keep us growing

Build and execute business plans to expand our sales volume and help create new sales goals

Aid Agents in presenting client solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds

Transition into management as an Associate Partner once you have achieved the program requirements

Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals

Select, hire, and grow your financial professional team as an associate partner

Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program

Qualifications:

Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity

Must have effective relationship management skills

Must have the ability to successfully network and prospect for new clients

3-5 years of experience in insurance or investment sales management as a sales executive or in a leadership role in the sales department

Exemplary communication skills, leadership skills, and analytical skills

Proven track record of sales success

Experience in the financial services industry and/or insurance industry is required

Sales experience needed

Experience in the financial services industry and/or insurance industry is required

If you are:

Highly motivated

Goal-oriented

A strong communicator

Organized

Seeking a rewarding and challenging career

We would like to learn more about you!

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients.

Awards Accolades...

We’re proud of our financial strength.

A++ Superior (A.M. Best)

AAA Exceptionally Strong (Fitch)

Aaa Exceptional (Moody’s)

AA+ Very Strong (Standard Poor’s)

Full-time