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Entry-Level Financial Services Representative
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$67k-88k (estimate)
Full Time Just Posted
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New York Life Charlotte General Office is Hiring an Entry-Level Financial Services Representative Near Charlotte, NC

Job Description

Job Description

Individuals who are dedicated to positively influencing people's financial well-being, including individuals, families, and small businesses, are what we are seeking. This role offers more than just a sales position; it is a career filled with purpose and potential. You will provide clients with reassurance and guidance on complex financial matters like retirement savings and college planning.

As a financial services representative, you will have the chance to witness the long-term impact of your work, both professionally and personally, alongside your clients. Your earnings are within your control, as we offer a commission-based payment structure that allows you to determine your income. We provide a 1st Year Activity Stipend of up to 26,000. In 2022, our 12,000 agents earned an average of $124,000. Your salary will reflect your performance, with additional benefits such as healthcare, dental, vision, a 401(k), and a pension.

Compensation:

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

Responsibilities:

  • Service your book of business to maintain the client's financial plan
  • Network in the community to educate people on our products and services
  • Learn sound prospecting methods
  • Expand your network through proven name-gathering strategies
  • Attend training and development courses
  • Maintain valid North Carolina Life and Health Licenses
  • Obtain more licenses to grow your business (SIE, S6 or S7, & S63)
  • Work with businesses, families, and individuals
Qualifications:

Have the following attributes:

  • Resilience
  • Coachable
  • Goal-Oriented
  • Driven
  • Ability to connect with others well
  • Willingness to complete a self-paced training program
About Company

As a mutual company, with no investors or outside owners, New York Life Charlotte General Office is uniquely aligned with our client's 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 your 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. 2MDRT (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

Job Summary

JOB TYPE

Full Time

SALARY

$67k-88k (estimate)

POST DATE

06/09/2024

EXPIRATION DATE

06/22/2024

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