Job Brief: 

What is your five-year plan? How productive was your last five years? Conflicted with a desire to 

step out to fulfill your dreams of running your own practice but enjoy the security being part of a 

larger tried, tested and approved establishment? 

 

As a Financial Professional for New York Life, these two worlds seamlessly coexist, opening doors 

for the entrepreneurial to run your own practice while securely embedded with-in a Fortune 500 

company with 174 years of market experience.   Join the teams of likeminded entrepreneurs. 

Exchange innovative solutions and ideas, access an expansive portfolio of powerful sales tools 

designed to multiply and broaden outreach to your client base, to help you grow your client base 

and help secure client satisfaction and customer’s loyalty.

Responsibilities:

·      Ability to understand the needs and financial concerns of clients. 

·      Ability to educate clients on how to plan ahead for the future financially so that they are prepared for   unfortunate life events/ circumstances they may encounter.

·      Promote customized ways for clients to achieve their long-term financial goals.  

·      Cultivating relationships, with a view to helping every family member or individual pursue financial security 

·      Ability to build an insurance and financial practice through establishing professional networks and  prospecting for new clients. 

·      Providing compassion and guidance to clients when unfortunate life circumstances arise. 

·      Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time. 

Skills Required:

·    4-year College Degree 

·    Strong interpersonal skills, customer service focused, doesn’t sweat the “extra mile” 

·    Articulate communicator both verbally and written

·    Prior sales and/or business experience preferred

·    High entrepreneurial focus, confident self-starter, innate problem solver, committed lifetime learner

·    Fully capable of working individually, highly adaptable to a team environment

Training, Development & Benefits

New York Life combines the latest in cutting edge blended training and development programs designed for a flexible schedule for this type of role, which can make a significant impact to the vision for your 5 career year plan.  

The NYL multifaceted system includes:

·    In conjunction with in office trainings, access to New York Life’s online learning portal which houses a comprehensive user-friendly learning experience accessible anytime, anywhere and from any device. Learn when and how you want!

·    Ctrl+Click the link below to see the Financial Professional Agent benefits for this roll1https://www.nylbenefits.com/agents

·    We have Fast Track to Management opportunities for qualified professionals once established in the career.

About New York Life

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 in 2019 on the Fortune 500. NewYork LifeistheLargestMutualInsurerintheU.S1 New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+)Source: Individual Third-Party Ratings Reports as of 7/30/18.  We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.

1NewYork LifeistheLargestMutualInsurerintheU.S.:Basedon revenueasreportedby“Fortune500rankedwithinIndustries,Insurance:Life,Health(Mutual),”Fortunemagazine,6/1/19.Formethodology,please seehttp://fortune.com/fortune500/.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.