Financial Consultant

Job Description

Job Description

Financial Consultant - Build Relationships. Drive Results. Grow Your Success with New York Life.

Are you a results-driven sales professional with a proven record of exceeding goals and building lasting client relationships?

At New York Life Insurance Company , we’re looking for a Financial Consultant who can combine strategy, relationship-building, and initiative to deliver financial solutions that make a difference.

We’ll provide the tools, training, leadership, and support you need to excel — and the competitive compensation to reward your success.

If you’re a motivated self-starter with strong communication and interpersonal skills, this is your opportunity to turn your ambition into a fulfilling career.

What You’ll Do

As a Financial Consultant, you’ll play a key role in helping individuals, families, and businesses achieve financial confidence and security.

Your primary responsibilities will include :

• Developing and executing a sales strategy to acquire new clients and expand existing relationships.
• Presenting tailored, win-win financial solutions that address client goals and closing sales effectively.
• Leveraging multiple prospecting channels —including social media, networking, and referrals—to identify and engage new opportunities.
• Analyzing market trends and competitive positioning to present New York Life as the trusted and preferred choice.
• Meeting or exceeding sales goals , lead requirements, and revenue targets on a monthly basis.
• Managing your pipeline efficiently , ensuring consistent follow-up, and steady growth in your client base.

What We’re Looking For

We’re seeking candidates who are :

Why New York Life

At New York Life, we don’t just offer a job — we offer a career path . You’ll receive :

Compensation :

$84,000 - $115,351 yearly

Responsibilities :

Qualifications :

NORTH AND SOUTH CAROLINA RESIDENTS ONLY

About Company

New York Life is a Fortune 100 company created in 1845 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 clients.

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), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.

1-Source : 3rd Party Ratings Reports as 11 / 17 / 23.

2- SOURCE : MDRT 7 / 2023.