- Relatable
- Ambitious
- Coachable
- Clear communicator
- Self-disciplined
- Entrepreneurial
- Training and development: We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing agents.
- Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
- Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.
- Human guidance: When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your colleagues.
- Employee benefits such as health insurance, 401(K), disability and life insurance
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Financial Professional Advisor - Charlotte, United States - New York Life Charlotte
Description
Are you a hard worker with these leadership qualities?
What We're Looking For
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is a role to educate and market solutions for our communities with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. As you work toward your securities licenses, you have the potential to take on even greater responsibility and build trust with your clients as you help them plan for a strong financial future.
What we offer
•Be a coachable, organized team member interested in pursuing training development and educational opportunities
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications
•While pre-licensing for life/health insurance and valid FINRA Series 6/7 & 63 are not required, candidates must possess a desire to obtain company-sponsored life and health licenses prior to employment along with commitment to reach FINRA SIE, Series 6/7 and 63 licenses within first 12 months of employment
•Candidates with 8-10 years of professional experience are encouraged to apply. This includes all industries but especially those where superior knowledge of client account relationships, high-touch customer service and integrated marketing sales expertise are part of the candidate's professional portfolio
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
