Description
Extensive Training and Development: At our company, we prioritize your growth and development. We offer a top-tier learning platform, personalized coaching from experienced professionals, and the chance to earn industry certifications. Financial assistance is available during your first two years to support you as you complete our training program and establish your business. As a high achiever, you will also be rewarded with sales incentives and opportunities for professional development trips.
State-of-the-Art Digital Tools: In addition to our comprehensive training and support, we equip you with the latest digital tools to excel in your daily work. Our team of experts is always available to answer your questions, and we provide a suite of digital sales, prospecting, and marketing tools to help you attract and retain clients through various online channels like websites, social media, and email campaigns.
Wide Range of Financial Products: New York Life, together with its subsidiaries, offers a diverse portfolio of financial products and solutions. These include life insurance, annuities, long-term care insurance, disability income insurance, and investment products like mutual funds through our broker-dealer arm, NYLIFE Securities LLC. We are dedicated to assisting your clients in achieving their financial goals, and you will have the opportunity to specialize and gain expertise in areas such as wealth management, estate planning, and business solutions through our investment advisory division, Eagle Strategies LLC.
Supportive Team Environment: When you join New York Life, you become part of a strong team that values peer-to-peer support. You will have access to study groups, mentorship programs, and other avenues to connect with fellow insurance agents, fostering a supportive and collaborative work environment.
Responsibilities
•Assist individuals, families, and small businesses in achieving financial well-being by providing comprehensive financial services
•Navigate complex and confusing challenges to provide peace of mind to clients
•Continually develop and grow personally and professionally alongside clients
•Receive industry-leading training and development through a top-notch learning platform, personalized coaching, and professional designations
•Utilize digital sales, prospecting, and marketing tools to attract and retain clients
•Offer a diverse range of financial services, including life insurance, annuities, long-term care insurance, and disability income insurance
•Serve as a financial advisor with Eagle Strategies LLC, providing wealth management, estate planning strategies, and business solutions
•Access peer-to-peer support through study groups, mentorship, and other engagement opportunities
•Help individuals, families, and small businesses achieve long-lasting financial stability
•Guide clients through the complexities of retirement preparation and saving for college, providing assurance
•Accompany clients in their personal and professional growth
•Benefit from high-quality educational resources, customized guidance, and professional development opportunities
•Utilize digital tools to acquire and retain clients effectively
Qualifications
•The ideal candidate for this Financial Services Professional (Entry Level) position in Chicago, IL, US should possess a competitive nature
•We are seeking individuals who are business-minded and driven to succeed
•The ability to accept coaching and guidance is crucial for this role
•Excellent communication skills are a must-have for effectively interacting with clients
•Self-discipline is a key trait for creating a successful career trajectory
•Authenticity and a dedication to genuine values are highly valued in this role