Entry-Level Financial Consultant

Overview

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 Bonus of $24,000, and in 2025, 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.

• 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

• 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

$70,000 - $124,800 at plan yearly

New York Life Charlotte General Office is uniquely aligned with clients' 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 the 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. 2

MDRT (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