Financial Specialist / Financial Advisor - New York Life

New York Life Insurance Company, a leading mutual life insurance provider, is seeking motivated individuals to join their team as Financial Specialists. In this role, you will be responsible for offering high-quality life insurance and financial products, developing marketing plans, and building client relationships to help individuals secure their financial future.

Responsibilities

• Develop and implement business and marketing plans
• Prospect for potential clients
• Discuss financial concerns and needs of individuals
• Present potential solutions using our suite of products and services
• Develop your professional skills and knowledge

Skills

• Sales experience preferred – entrepreneurial mindset
• Strong communication skills
• Desire to help others
• Strong business acumen
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Parental leave
• Professional development assistance
• Retirement plan
• Comprehensive and ongoing professional training and development (Harvard Business School Curriculum)
• State-of-the-art marketing, Sales Force Customer Relationship Management System and sales solutions
• A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
• A clearly defined career path, including opportunities in Management for qualified individuals.
• Comprehensive benefits, including a Pension Plan, 401K/ROTH 401K

Company Overview