What are the responsibilities and job description for the Financial Consultant position at New York Life Insurance - Huizenga Team?
Job Description
Job Description
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 two-year paid training program, marketing support, and 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.
The career opportunity with New York Life offers independence, uncapped income, education on the company's dime, defined advancement opportunities, and real impact in people's lives and your community.
Compensation :
80,000 - $100,000 at plan
Responsibilities :
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
- Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
Qualifications :
About Company
New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.
Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.
Salary : $80,000 - $100,000
