Financial services professional

Financial Professional in Insurance & Investment Services

Job Requirements

New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact. You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference. Our comprehensive training program will give you the tools you need to succeed and create the career success you envision. This career isn’t for everyone, but the best professionals in our company will tell you there’s nothing else like it.

Our Financial Professionals arrive with diverse career backgrounds including sales, retail, marketing, education, coaching, athletics, military, finance, banking, accounting, law, information technology, health care, mortgage, real estate, and recent graduates. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts.

Here’s what you’ll do

Build relationships with clients beyond a transaction basis.

Develop your professional skills and knowledge.

Develop and implement business and marketing plans.

Prospect for potential clients.

Schedule appointments and meet with clients.

Discuss financial concerns and needs of individuals.

Present potential solutions using our wide array of products and services.

Provide ongoing customer service and support to existing clients.

Training

One on one training, field and on the job training as well as classroom. NYLIC University: One of the most comprehensive, award winning, and well-respected training programs in the financial services industry.

Benefits

Health/Dental/Life/Disability Insurance 401(k) plan and Defined Benefit Pension Plan. Reimbursement for courses taken on industry designations. Partial health benefits paid for in retirement.

Career Advancement

After two years as a Successful Financial Professional, the opportunities that may be available include: Partner, sales development manager, product consultant, and also home office opportunities.

Constant Support

During and after the initial formal training, you will receive continuous assistance from your managers and peers in your office and personnel from the company to help you succeed. On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing advisors with prospecting ideas, sales ideas, and product knowledge.