Entry Level Financial Professional
New York Life10 months ago
Charlotte, NC, United States
Hybrid
Full-time
Junior Level (1-3 years)
Job Description
Position Overview
The Financial Professional position is a client-based role with New York Life where you run your own practice with the backing of a Fortune 100 company. In this role you will guide individuals, families, and businesses toward the financial future they desire by utilizing an expansive range of insurance and financial products. This is an opportunity to own your career while aligning with a company that values and rewards hard work.
Key Responsibilities
- Provide personalized financial guidance and advice to clients
- Utilize a diverse portfolio of insurance and financial product lines
- Build and manage your own client practice
- Foster strong relationships with individuals, families, and businesses
- Leverage resources from a Fortune 100 company to support client success
Required Qualifications
- 4-year College Degree
- Accomplished communicator with strong verbal and written skills
- Prior sales and/or business experience
- Entrepreneurial mindset
- Strong desire to help others
Preferred Qualifications
- Strong interpersonal management skills
- Self-starter with the ability to work independently
- Proven capability to thrive in a team environment
Benefits & Perks
- Blended training and development program that works with your schedule
- Comprehensive, user-friendly online learning experience accessible anytime, anywhere
- Benefits: Immediate eligibility for medical, dental, vision, long-term disability, and group term life insurance for full-time agents and their dependents
- Work for a mutual company with over 170 years of industry success and top-tier financial strength ratings
Required Skills
Client management
Sales
Team collaboration
Financial planning
Entrepreneurial mindset
Effective communication