Financial Adviser
Company: New York Life Insurance Company
Location: Flushing
Posted on: March 17, 2025
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Job Description:
Full job description
Make sure to apply quickly in order to maximise your chances of
being considered for an interview Read the complete job description
below.
As a Financial Services Professional at New York Life, you'll
provide clients with education, strategies, and products to secure
their financial future, while building your own rewarding career.
In this client-based role, you'll run your own practice with the
support of a Fortune 100 company. You'll offer customized solutions
through life insurance, investments, and long-term care insurance.
Your hard work will be valued and rewarded, helping you and your
clients build a secure future. This position offers a hybrid work
schedule, blending in-office work with community events,
networking, and relationship-building.
Qualifications
Excellent communication and interpersonal skills.
Minimum 3 years of sales experience in sales, customer service, or
consulting (preferred).
Life, Accident, and Health license required or willingness to
obtain within a reasonable time.
Series 7, 66, or 63 license preferred but not required.
A desire for an entrepreneurial mindset and a passion to help
others.
Strong knowledge of sales techniques and strategies.
Responsibilities
Understanding the needs and financial concerns of clients and
providing solutions
Educating clients on how to plan for their future financially if
the event of unfortunate life circumstances occur
Networking and building your personal book of business through
establishing professional networks and prospecting for new
clients
Cultivating quality relationships with clients to establish
opportunities to help their family members pursue financial
security
It is also a plus if you have strong interpersonal management
skills, are a self-starter, and capable of working individually as
well as in a team environment
Do you consider yourself to have these qualities?
Sales knowledge
Entrepreneurial mindset
Strong communication skills and ability to talk to anyone
easily
Enjoy engaging in your community and networking
Self-starter and eager to learn new things
Training/Resource Benefits
Our new, blended training and development program is designed to
work with your schedule, and in this type of role, that can make
all the difference. The multifaceted system includes:
Ongoing access to local managers, team member collaboration, and
paired with a seasoned agent for mentorship
Full-time trainers who are extremely proficient in teaching the
information and skills needed to lead you to a successful
career
Support from corporate development managers and product consultants
to assist you
Access to state-of-the-art marketing support
In conjunction within office trainings, we've created a
comprehensive and user-friendly learning experience within New York
Life's online portal system that is accessible anytime, anywhere
and from any device. Learn when and how you want!
You can read in full about all benefits for our Financial
Professional role here: https://www.nylbenefits.com/agents
We have Fast Track to Management opportunities for qualified
professionals once established in the career.
As a mutual company, with no investors or outside owners, New York
Life is uniquely aligned with our clients' interest and priorities.
We had over 180 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
#71 on Fortune 100 in 2019
Most MDRT2 members in any United States Mutual company 2019
Highest possible financial strength ratings currently awarded to
any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's
(Aaa); and Fitch (AAA) as of 7/30/18
New York Life Insurance Company is an equal opportunity employer
M/F/Veteran/Disability/Sexual Orientation/Gender Identity
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 terminate
benefit plans at any time for any reason.
2.) MDRT (Million Dollar Round Table) is recognized throughout the
industry as the standard of excellence in life insurance sales
performance. SOURCE: MDRT as of 7/1/2019
Benefits:
401(k)
Dental insurance
Disability insurance
Flexible spending account
Health insurance
Life insurance
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance
Job Types: Full-time
Work Location: Flushing, NY 11354
Keywords: New York Life Insurance Company, New York , Financial Adviser, Accounting, Auditing , Flushing, New York
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