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Entry-Level Financial Services Representative

Entry-Level Financial Services Representative

New York Life Charlotte General OfficeCharlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Seeking individuals committed to positively impacting the financial well-being of individuals, families, and small businesses

This role goes beyond sales; it is a purposeful career offering reassurance and guidance on financial matters like retirement savings and college planning.

As a Financial Services Representative, you will witness the lasting impact of your work both professionally and personally.

Earnings are in your hands with a commission-based payment structure, allowing you to determine your income.

We offer a 1st Year Activity Stipend of up to $26,000 and in 2022, our 12,000 agents earned an average of $124,000.

Your salary will be based on performance and includes benefits such as healthcare, dental, vision, a 401(k), and a pension.

Compensation :

70,000 - $124,800 at plan yearly

Responsibilities :

  • Support your portfolio of clients to uphold their financial plans
  • Engage with the local community to educate individuals about our financial products and services
  • Acquire knowledge of effective prospecting techniques
  • Broaden your professional network using established name-gathering methods
  • Participate in training sessions and skill development programs
  • Maintain active Life and Health Licenses in North Carolina
  • Obtain additional licenses like SIE, S6 or S7, & S63 to expand your business opportunities
  • Collaborate with businesses, families, and individuals

Qualifications :

  • Seeking individuals who exhibit resilience in facing challenges
  • Looking for candidates who are receptive to feedback and eager to learn
  • Wanting individuals with a strong focus on achieving goals
  • Seeking motivated individuals with a determined mindset
  • Looking for candidates who can build strong connections with others effectively
  • Requiring candidates to be willing to complete a self-paced training program

    • About Company

    New York Life Charlotte General Office is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Some of our accolades include :

  • A promise to work with you to build a strong financial future for both you and your clients
  • 73 on Fortune 100 in 2020
  • A leading company with many agents qualifying for MDRT2 year after year
  • Highest possible financial strength ratings currently awarded to any life insurer : Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)

    • Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity

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    Financial Representative • Charlotte, NC, US