Financial Advisor

Job Description

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.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others?

We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright 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)¹.

For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world².

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 http : / / fortune.com / fortune500 /

Compensation :

$77,000+ at plan earnings

Responsibilities :

• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• 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
• Make an impact in your community
• As a Financial Sales Advisor, you’ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better
• You’ll help clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied

Qualifications :

• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Relationship management skills are required
• Ability to successfully network to prospect new potential clients is a must

What is expected of our Agents?

• The ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events / circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities.

We had over 176 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 MDRT 2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer : Standard & Poor’s (AA+); A.M. Best (A++);

Moody’s (Aaa); and Fitch (AAA) as of 9 / 12 / 19

Full benefits when hired and 3 separate pension

New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity

Lance Gillman Senior Partner, New York Life