What are the responsibilities and job description for the Financial Advisor / Financial Professional (Training Provided) | Hybrid | Birmingham, AL position at New York Life?
Financial Advisor / Financial Professional (Training Provided) | Hybrid | Birmingham, AL
New York Life Insurance Company is seeking motivated, ambitious professionals to join our growing team as Financial Advisors / Financial Professionals in Birmingham, AL. Whether you're an experienced Financial Advisor, Insurance Agent, Sales Professional, or someone looking to start a rewarding career in financial services, we provide the training, mentorship, and support to help you build a successful business.
This is an excellent opportunity for individuals seeking a high-income career with unlimited earning potential while helping individuals, families, and business owners protect their financial futures through life insurance, retirement planning, wealth management, and investment solutions.
Job Highlights
- Comprehensive training program
- No prior financial services experience required
- Unlimited commission and bonus potential
- Medical, Dental & Vision Insurance
- 401(k) and Pension Benefits
- Professional development and leadership opportunities
- Flexible schedule
- Career advancement with a Fortune 100 company
As a Financial Professional, you will:
- Build relationships with individuals, families, and small business owners.
- Develop customized financial strategies based on each client's goals.
- Educate clients on life insurance, retirement planning, wealth accumulation, and income protection.
- Recommend financial products including:
- Life Insurance
- Annuities
- Long-Term Care Insurance
- Disability Insurance
- Retirement Solutions
- Investment Products through NYLIFE Securities LLC
- Generate new business through networking, referrals, community involvement, and marketing.
- Maintain long-term client relationships through exceptional service.
- Attend ongoing professional development and training programs.
Qualifications
Ideal candidates possess:
- Entrepreneurial mindset
- Strong communication and interpersonal skills
- Self-motivation and goal-oriented attitude
- Coachability
- Professionalism and integrity
- Leadership potential
- Competitive drive
- Sales or customer service experience preferred but not required
Preferred Background
Experience in any of the following is a plus:
- Financial Advisor
- Financial Representative
- Financial Consultant
- Insurance Agent
- Wealth Advisor
- Retirement Specialist
- Account Executive
- Business Development
- Sales Representative
- Banking
- Mortgage Lending
- Real Estate
- Customer Service
- B2B Sales
- Healthcare Sales
Training & Professional Development
At New York Life, we invest heavily in your success.
Our award-winning development program includes:
- Comprehensive Financial Advisor training
- Licensing support
- Sales and marketing training
- CRM and client relationship management
- One-on-one coaching
- Experienced mentors
- Study groups
- Professional designations
- Ongoing leadership development
No previous financial services experience is required. We provide the tools needed to launch a successful career.
Technology & Marketing Support
You'll receive access to:
- Industry-leading CRM platform
- Digital marketing tools
- Social media content
- Email marketing campaigns
- Client presentation software
- Prospecting resources
- Business planning support
- Expert case design assistance
Compensation
Average First-Year Opportunity: $120,000
Compensation includes:
- Unlimited commissions
- Performance bonuses
- Incentive programs
- Recognition awards
- Leadership opportunities
In 2023, agents operating under the N8 and N9 Agent Contract earned an average income of $116,000. Individual earnings vary based on production, experience, and performance.
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- 401(k)
- Pension Plan
- Flexible Schedule
- Paid Time Off
- Ongoing Professional Development
- Incentive Travel Opportunities
Why Join New York Life?
For over 180 years, New York Life has helped individuals and families build financial security. As a Fortune 100 mutual company, we are committed to helping both our clients and financial professionals achieve long-term success.
Our financial strength includes:
- A (Superior) — A.M. Best
- AAA — Fitch Ratings
- Aaa — Moody's
- AA — Standard & Poor's
Job Details
Job Title: Financial Advisor | Financial Professional | Financial Representative
Job Type: Full-time, Permanent
Pay: Average First-Year Opportunity of $120,000 (Commission Bonuses)
Location: Hybrid | Birmingham, AL 35205
Applicants should be able to commute to the Birmingham office or relocate prior to starting employment.
Apply Today
If you're looking for a rewarding career as a Financial Advisor, Financial Professional, Insurance Agent, Financial Consultant, Wealth Advisor, or Financial Representative, we'd love to hear from you.
Join New York Life and build a career where you can make a lasting impact while creating your own financial success.
Pay: $83,001.56 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $83,002 - $120,000