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