Overview

Our mission at New York Life 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.We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them.When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Opportunities for promotion and development are a possibility, as New York Life tries to help agents flourish within their role.Compensation:$50,000 - $80,000 yearlyResponsibilities:Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Design customized financial plans suitable for each client based on potential life changes and changing financial needs Prospect and contact potential clients to discuss their financial needs and concernsPresent an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goalsOffer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needsCreate and implement business and marketing plans that will expand the client baseDevelop your professional skills and knowledge through the New York Life training curriculum Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planningPotential for growth within the companyManage schedule and calendarThis is a full-time positionQualifications:Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Requires a Bachelor's degree in finance, business administration, or related field Sales experience preferred with a growth mindsetStrong business acumenMust possess uncompromising integrityAbility to engage your community and leverage personal networks and contactsExcellent communication skills, both written and verbal, to communicate complex skillsMotivated and driven personalitySelf-disciplinedWillingness to obtain licensure, if necessaryStrong leadership skillsAbility to adapt to changing needsInnovative and self-drivenFlexibilityAbout CompanyAs a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on d