Financial Professional
New York Life is a Fortune 100 company with a long history of doing good. They are seeking a Financial Professional to drive positive impact in the lives of families by providing guidance on financial matters and helping clients navigate complex challenges.
Responsibilities
- Drive positive impact in the lives of families every day
- Helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
- Provide peace of mind to your clients
- Grow personally and professionally along with your clients
- Equip and train you with a multifaceted approach that includes an industry-leading learning platform
- Personalized coaching from dedicated training professionals
- Ability to obtain industry professional designations
- Get rewarded and acknowledged with sales incentives and professional-development trips
- Attract and retain your clients with web, social, and email content
- Develop solutions that can help clients achieve their financial goals
- Specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC
- Join a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents
Skills
- Applicable FINRA general securities licenses
- Agent state law licenses
- Investment advisory licenses
- Compliance history
- Production standards
- Required training
Benefits
- Medical, dental, vision, life, and disability insurance
- 401(k)
- Pension
Company Overview