Job Description
Job Description
An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner between 6 months to year!
Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests.
New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds.
We are looking for motivated, self–starters who would like to:
- Become a partner within their first year and build a team of financial advisors
- Build their career with significant income potential
- Manage their own work schedule and establish an attractive work/life balance
- Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets
- Experience a lifetime of learning and professional development
- Enjoy recognition and rewards for their financial achievements
Compensation:
$100,000 - $200,000 yearly
Responsibilities:
- Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
- Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
- Consult with clients to help process quotes and issue renewals or any updates needed to current policies
- Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
- Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy
Qualifications:
- Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role
- Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
- We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
- Relevant insurance experience as an insurance agent or other position is helpful but not required, training will be provided if your talents are a good match
- Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
- MBA or previous management/team-building experience (Required)
- Organized, detail-oriented, and excellent time management skills
- Ambitious, disciplined, leaders who demonstrate the utmost professionalism
- Relationship building and networking abilities, exemplary interpersonal skills
- Coachable and the ability to work in a team-based environment
- College Degree
- J.D. (attorney) or M.B.A. is a Strong plus
- Sales experience is not required, but is a plus
- FINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship for the right candidate)
- Life & Health Insurance License not required (company will pay for sponsorship)
- Financial Industry background is a plus however, financial or insurance sales experience is not required
- Personal Transportation will be required for this position
- Must be a U.S. Citizen or Permanent resident
About Company
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength.5
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s
We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For