Financial Consultant

About the Company

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.

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.

• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
• 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.
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM.
• 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.
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.

• Must possess uncompromising integrity and the ability to communicate complex ideas.
• Must have effective relationship management skills.
• Must have the ability to successfully network and prospect for new clients.

$60,000-$118,000 per year

Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC). 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.

Equal Opportunity Employer M/F/D/V