Note: The job is a remote job and is open to candidates in USA. New York Life is a Fortune 100 company with a long history of doing good. They are seeking an Experienced Financial Professional to develop and expand their own book of business through new client acquisition and provide tailored solutions across insurance and financial products.
Responsibilities
- Develop and expand your own book of business through new client acquisition
- Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
- Offer tailored solutions across insurance and financial products
- Grow your knowledge and skills through specialized training and professional development
Skills
- Experience as a financial professional
- Ability to develop and expand a book of business through new client acquisition
- Skills in building relationships and guiding clients through key financial decisions (retirement, protection, education planning)
- Capability to offer tailored solutions across insurance and financial products
- Willingness to grow knowledge and skills through specialized training and professional development
- Ability to work independently or from a New York Life office
- Access to required licenses and compliance history as per FINRA and state law for financial advisory roles
- Commitment to ongoing training and development
Benefits
- Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k) and pension.⁹
- Structured onboarding, licensing support, coaching and opportunities for professional credentials through The American College.
- Proven sales, prospecting and marketing resources to help attract and retain clients.
- Mentorship, study groups and a collaborative professional community.
- Competitive incentives and recognition opportunities.
Company Overview