What are the responsibilities and job description for the Financial Professional position at New York Life Insurance Company/NYLIC Securities?
Financial Sales Professional
New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on peoples’ lives. Your entrepreneurial spirit and desire for personal growth can take you wherever you want to go, and New York Life can help. As a Financial Professional, you will have the freedom to build your network of insurance clients and business associates who are looking for insurance and financial solutions.
Job Requirements
Sales, business development, marketing, and insurance experience are great skills to have in this role! Our comprehensive training program will also help give you the tools you need to succeed and create the career success you envision.
We are looking for people who possess the following background/characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person")
- Fearless, positive attitude and willingness to be accountable for results
- Organized, detail-oriented and excellent time-management skills
- Desire for continuous learning
- Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Responsibilities of Financial Professional
- Schedule appointments and meet with potential clients
- Make product recommendations to help clients meet their financial goals
- Provide ongoing service and support to existing policyholders
- Be a structured and coachable team player that is open to training development and further education
- Provide financial planning services and advice to customers on personal investment product purchases
- Develop long-term winning financial strategies
- Identify goals of clients and create financial plans
- Provide education to clients on tax efficient strategies
- Discipline to be in business for yourself, but not by yourself
To be eligible for this position, you must reside within 100 miles of Buffalo, NY or Erie, PA
Job Types: Full-time, Permanent
Pay: $80,000.00 - $93,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
- Work from home
Experience:
- Outside sales: 2 years (Required)
License/Certification:
- Life & Health Insurance License (Preferred)
Work Location: Hybrid remote in Williamsville, NY 14221
Salary : $80,000 - $93,000