- Make an impact in your community
- As a Financial Sales Advisor, you'll have the opportunity each day to see how you impact individuals, families, and small businesses for the better
- You'll help clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
- Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
- The 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
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
- Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time
- Must have the ability to successfully network and prospect for new clients
- Must possess uncompromising integrity and the ability to communicate complex ideas
- Strong relationship management skills and/or experience required
-
Financial Consultant
2 weeks ago
Empower Phoenix, United StatesGrow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfact ...
-
Financial Consultant
1 week ago
The Ladders Phoenix, United States· Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humil ...
-
Financial Consultant
1 week ago
New York Life Phoenix, United StatesOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility ...
-
Financial Consultant
1 week ago
New York Life Phoenix, United StatesJob Description · Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Groun ...
-
Financial Consultant
2 days ago
New York Life - Lance Gillman Phoenix, United StatesJob Description · Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounde ...
-
Financial Analyst Consultant
1 week ago
Virtual Phoenix, United StatesWe are seeking a dynamic and experienced professional to join our team as an FP&A (Financial Planning & Analysis) Consultant As an FP&A Consultant, you will collaborate with clients to deliver comprehensive financial planning and analysis services. This is an exciting opportunity ...
-
Financial Analyst Consultant
2 weeks ago
Vaco Phoenix, United StatesWe are seeking a dynamic and experienced professional to join our team as an FP&A (Financial Planning & Analysis) Consultant As an FP&A Consultant, you will collaborate with clients to deliver comprehensive financial planning and analysis services. This is an exciting opportunity ...
-
Financial Analyst Consultant
1 week ago
Vaco Phoenix, United StatesWe are seeking a dynamic and experienced professional to join our team as an FP&A (Financial Planning & Analysis) Consultant As an FP&A Consultant, you will collaborate with clients to deliver comprehensive financial planning and analysis services. This is an exciting opportunity ...
-
Financial Services Consultant
1 day ago
Penske Automotive Phoenix, United StatesBMW North Scottsdale, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. · JOIN OUR TEAM · At Penske Automotive Group (PAG), we strive to create a positive and challeng ...
-
Financial Services Consultant
3 days ago
Penske Automotive Group Phoenix, United States Full timeJob Overview · Summary/Objective · The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new and used vehicle customers. Works directly with our employees and customer ...
-
Marsh McLennan Companies Phoenix, United States Full timeDescription: · At Mercer, our purpose is to make a positive difference in people's lives by helping advance their health, wealth, and careers. · Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in Phoenix, Atlanta, or Minneapolis. ...
-
Government Healthcare Financial Consultant
2 weeks ago
Marsh & McLennan Companies Phoenix, United StatesAt Mercer, our purpose is to make a positive difference in peoples lives by helping advance their health, wealth, and careers. Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in either our Phoenix or Financial Consultant, Healthcar ...
-
Government Healthcare Financial Consultant
2 weeks ago
myGwork - LGBTQ+ Business Community Phoenix, United StatesAt Mercer, our purpose is to make a positive difference in people's lives by helping advance their health, wealth, and careers. · Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in either our Phoenix or Minneapolis office. · What c ...
-
Financial Consultant
2 weeks ago
New York Life - Lance Gillman Phoenix, United StatesOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility ...
-
Financial Consultant
2 weeks ago
Optum Phoenix, United StatesOptum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel ...
-
Marsh & McLennan Companies, Inc. Phoenix, United StatesMercer is seeking candidates for the Government Healthcare Financial Consultant position located in Phoenix or Minneapolis. Sr. Government Healthcare Financial Consultant. What can you expect? We specialize in assisting government-sponsored progra Financial Consultant, Healthcare ...
-
Marsh & McLennan Companies, Inc. Phoenix, United StatesAt Mercer, our purpose is to make a positive difference in peoples lives by helping advance their health, wealth, and careers. Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in Phoenix, Atlanta, or M Financial Consultant, Healthca ...
-
Marsh & McLennan Companies Phoenix, United StatesCompany: · Mercer · Description: · Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in Phoenix or Minneapolis. · Sr. Government Healthcare Financial Consultant · What can you expect? We specialize in assisting government-sponso ...
-
CFA Institute Phoenix, United StatesCompany: · Mercer · Description: · At Mercer, our purpose is to make a positive difference in people's lives by helping advance their health, wealth, and careers. · Mercer is seeking candidates for the Government Healthcare Financial Consultant position located in Phoenix, Atl ...
-
Phoenix, AZ, USA Phoenix, AZ, United StatesFinancial & Underwriting Consultant Lead - Employee Benefits · As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay ...
Financial Consultant - Phoenix, United States - New York Life
Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term.We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose:
to be there when our policy owners need us.
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives.
Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.
Training, Support, and Professional Development:
New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele.
New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.About New York Life:
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S.
life insurer by each of the four major rating companies:
A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)1.
For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world2.
New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance.
New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance
SOURCE:
MDRT as of 7/1/2019
4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see
Responsibilities
Qualifications
What is expected of our Agents?
Financial Consultant professionals in Phoenix
-
Leah Morelewski
Healthcare Marketer - Commercial Strategy
-
Luke Nagli
Student at the University of Arizona
-
Sharon Hon
Visionary leader with strong technical expertise in clinical laboratory startup and operation in ove ...