Financial Consultant - Charlotte - NYL - Charlotte

    NYL - Charlotte
    NYL - Charlotte Charlotte

    1 week ago

    Description
    Build Relationships. Drive Results. Grow Your Success with New York Life.

    Are you a results-driven sales professional with a proven record of exceeding goals and building lasting client relationships? At New York Life Insurance Company, we're looking for a Financial Consultant who can combine strategy, relationship-building, and initiative to deliver financial solutions that make a difference.

    We'll provide the tools, training, leadership, and support you need to excel — and the competitive compensation to reward your success.

    If you're a motivated self-starter with strong communication and interpersonal skills, this is your opportunity to turn your ambition into a fulfilling career.

    What You'll Do As a Financial Consultant, you'll play a key role in helping individuals, families, and businesses achieve financial confidence and security.


    Your primary responsibilities will include:

    • Developing and executing a sales strategy to acquire new clients and expand existing relationships.
    • Presenting tailored, win-win financial solutions that address client goals and closing sales effectively.
    • Leveraging multiple prospecting channels —including social media, networking, and referrals—to identify and engage new opportunities.
    • Analyzing market trends and competitive positioning to present New York Life as the trusted and preferred choice.
    • Meeting or exceeding sales goals , lead requirements, and revenue targets on a monthly basis.
    • Managing your pipeline efficiently, ensuring consistent follow-up, and steady growth in your client base.
    What We're Looking For We're seeking candidates who are:


    • Driven by results, with a passion for sales and business development.
    • Skilled communicators who can build trust and rapport with clients.
    • Organized, self-motivated, and comfortable managing multiple priorities.
    • Eager to learn and grow within a respected, industry-leading organization.
    • Experienced in consultative sales, financial services, or relationship management (preferred). Why New York Life At New York Life, we don't just offer a job — we offer a career path.

    You'll receive:

    • Comprehensive training and mentorship through NYLIC University.
    • Ongoing professional development and access to advanced sales tools.
    • Strong company support with marketing, technology, and client resources.
    • A rewarding compensation structure designed to recognize and encourage success

    Responsibilities:

    • Deliver tailored financial advice and strategies by hosting educational workshops, one-on-one consultations, and seminars aligned with clients' financial goals and risk tolerance.
    • Leverage CRM systems to maintain detailed records of each client's financial profile, including goals, income, cash flow, and future expectations, as a foundation for personalized financial planning.
    • Design comprehensive, customized financial plans utilizing a full suite of New York Life's products and services, thoughtfully matched to clients' current and anticipated life stages.
    • Proactively identify and cultivate prospects through consistent outreach, including social media engagement, networking, and other marketing strategies.
    • Build and maintain long-term client relationships by serving as a reliable and knowledgeable financial advisor, earning trust through consistent communication and results.
    • Guide clients through critical financial decisions regarding life insurance, investment strategies, retirement planning, and other financial solutions tailored to their individual needs

    Qualifications:

    • Minimum of 2 years of experience in sales or a related field such as marketing or business development.
    • Familiarity with financial products or industry knowledge is a strong plus.
    • Self-motivated and goal-oriented , with a proven ability to contribute to team success.
    • Demonstrated success as a top performer in sales , consistently meeting or exceeding targets.
    • Comfortable engaging with prospects , presenting tailored solutions, closing deals, and actively seeking referrals.
    • Strong relationship-building and client management skills.
    • A business-oriented mindset with a forward-thinking drive.
    • Unwavering integrity and the ability to explain complex ideas and strategies with clarity.
    • Skilled in networking and leveraging social media platforms to generate new business opportunities.
    • Highly organized , detail-focused, and capable of managing time and priorities effectively.
    • Leadership and communication skills.

    NORTH AND SOUTH CAROLINA RESIDENTS ONLY

    Compensation:
    $84,000 - $115,351 yearly


    • Deliver tailored financial advice and strategies by hosting educational workshops, one-on-one consultations, and seminars aligned with clients' financial goals and risk tolerance.
    • Leverage CRM systems to maintain detailed records of each client's financial profile, including goals, income, cash flow, and future expectations, as a foundation for personalized financial planning.
    • Design comprehensive, customized financial plans utilizing a full suite of New York Life's products and services, thoughtfully matched to clients' current and anticipated life stages.
    • Proactively identify and cultivate prospects through consistent outreach, including social media engagement, networking, and other marketing strategies.
    • Build and maintain long-term client relationships by serving as a reliable and knowledgeable financial advisor, earning trust through consistent communication and results.
    • Guide clients through critical financial decisions regarding life insurance, investment strategies, retirement planning, and other financial solutions tailored to their individual needs
    .


    Compensation:
    $84,000-$115,351 per year

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