Finance Professional, Entry Level

Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, and prospecting and technical assistance.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency -

Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19.

Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Ability to successfully network to prospect new potential clients is a must
We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

New York Life Insurance Company is not the hiring entity. New York Life is an

Equal Opportunity Employer –
M/F/Veteran/Disability/Sexual
Orientation/Gender