What are the responsibilities and job description for the Business Specialist with Pharma Background position at New York Life - Nassau General Office?
Transition Your Pharma / Medical Expertise into Financial Services!
- Build Direct Client Relationships : Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.
- Make a Meaningful Impact : Use your expertise to help individuals navigate critical life stages—whether it’s planning for college, retirement, or medical expenses—while positively impacting their lives.
- Unlimited Growth Potential : With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.
- A Rewarding Career Path : Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.
- How Long with New York Life? Recently joined New York Life.
- Previous experience? For 13 years Mike was instrumental in the growth of Farmers Insurance across the Northeast, including NJ, PA, NY, CT, and New England, and became the youngest promoted Farmers Director in the country at age 34.
- Passionate about? Mike is a dedicated “girl dad” to his three daughters. He’s also a devoted sports fan, cheering for the Jets, Mets, and Rutgers. Mike is a Rutgers Hall of Fame member, Big East Track Champion (2005), Fork Union Military Graduate (#1 HS for NFL players), and HS All-American in Track. He enjoys cooking and exploring new food adventures with his family.
- How Long with New York Life? Been with New York Life for 20 years, career long leader!
- Previous experience? Graduate of State University of New York College at Oneonta. Started at NYL as an Agent and was promoted to Managing Partner in 2016.
- Passionate about? Helping ambitious individuals maximize their potential through mentorship and guidance. Bianca enjoys seeing people grow both professionally and personally. Additionally, she is on the board of the Greater New Hyde Park Chamber of Commerce and is a lifelong NY resident. Bianca and her husband Jim love fishing. She holds the CLF, CLTC, and LUTCF designations and was recognized as the top woman recruiter in the company in 2021.
- Benefits : Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.
- 401(k) Savings Plan : Help secure your future with a robust 401(k) offering.
- Defined Benefit Pension Plan : Monthly payments based on earnings and years of service.
- Competitive Compensation : In 2023, the average income for Financial Professionals was $117,359.
- Career Growth : Access to industry-leading training, certifications, and career development resources.
- Professional Development : We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
- Work-Life Balance : Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients.
- Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.
- A bachelor's degree in finance, business, or a related discipline is preferred.
- Prior experience in insurance, financial services, or business development is beneficial, but not required.
- Excellent interpersonal, analytical, and communication skills.
- Ability to obtain necessary insurance and financial licenses.
- This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.
- In 2023, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359 and the average income of the top 50 financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $1,684,357.
Meet Our Local Leaders :
Mike Redden - Partner in Development :
Bianca O’Brien - Managing Partner :
Benefits and Compensation :
Key Responsibilities of a Financial Advisor :
Qualifications :
About Us : New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 175 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A ), Fitch (AAA), Moody’s (Aaa), and Standard & Poor’s (AA ). This provides our team with stability and the resources to support your professional growth.
Join the team at New York Life - Nassau General Office!
This is an exciting, ground-floor opportunity with our local growing practice. Our team operates with the perfect balance of fresh growth potential and the backing of New York Life’s established infrastructure. Located in Uniondale, this is a chance to help build a scratch team with significant growth potential and long-term career possibilities.
Follow this link to see New York Life’s incredible industry accolades : https : / / www.newyorklife.com / newsroom / featured-awards
Flexible work from home options available.
Salary : $86,200 - $148,400
