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