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Entry-Level Financial Services Professional

Company: New York Life
Location: Melville
Posted on: July 6, 2024

Job Description:

Financial Professional



Are you a leader who has the following traits?



--- Competitive
--- Entrepreneurial
--- Coachable
--- Communicative
--- Self-disciplined
--- Authentic


If the answer is yes, consider becoming a Financial Professional to drive a positive impact in the lives of families every day.

At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer...

Training and development
We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.

Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.

Human guidance
When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow financial professionals.

Responsibilities:
--- Become proficient in New York Life's products and services
--- Build your book of clients
--- Evaluate clients' financial needs and shortfalls
--- Implement Products and Strategies to assist your clients achieve their financial goals

Qualifications:
--- Excellent communication and interpersonal skills
--- Ability to build relationships and connect with clients
--- Strong problem-solving and analytical skills
--- Highly motivated and self-driven
--- Ability to work well in a team environment
--- Insurance or financial industry experience is a plus
--- Bachelor's degree in a relevant field is preferred

About Company:
New York Life Insurance Company has been in the business of helping people for over 175 years. As a mutual company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. The company is dedicated to improving local communities through a culture of giving and volunteerism, supported by the New York Life Foundation. New York Life values development, career growth, collaboration, innovation, and diversity & inclusion.

Keywords: New York Life, West Haven , Entry-Level Financial Services Professional, Accounting, Auditing , Melville, Connecticut

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