About this role
Your clients may draw upon the services of you, the financial services professional, at New York Life for a number of reasons, but mostly for objective advice and access to your specialized expertise in the financial services industry. As a result of our company's exposure to numerous organizations, New York Life is also aware of the industries "best practices" giving you the knowledge that you need to keep clients properly informed. Our company brings its own proprietary methodologies or frameworks to guide the identification of problems and to serve as the basis for recommendations for more effective or efficient ways of conducting strategic needs analysis to help your clients achieve their goals. As a financial services representative, you will be thoroughly trained in all of these fields.
As one of our financial services representative.... - You will be using strategies as "a system of finding, formulating, and developing complete needs analysis that will ensure long-term success for your clients if followed faithfully." - You will develop and implement business and marketing plans - You will customize your career path to match your personal goals. •You will prospect for potential clients •You will discuss financial concerns and needs of individuals •You will present potential solutions using our world class suite of products and services, such as high quality life insurance, fixed annuities,* long-term care insurance and other products for insurance and retirement planning needs. -You will have a flexible benefits package that includes: 401(k), and choice of health plans. •You will develop your professional skills and knowledge This position is not only for those of us that enjoy helping others and gain the satisfaction of doing so, but also for those with a competitive edge. Our representatives are given the opportunity to enjoy recognition and rewards for their achievements. This is why we look for highly motivated individuals with an entrepreneurial background. Those who are self-starters and full of life do very well in this business.
Join our team.»
*Contact us if you live along the Gulf Coast Region and are willing to train in these regions (Mobile, AL and Baldwin Counties/Washington County; Mississippi Gulf Coast; Pensacola, FL)
Our team must be hard working, FUN, empathetic, outgoing, interested in financial services and consulting , and comfortable working with people from ALL financial backgrounds and cultural markets.