Financial Representative

New York Life

Position: Financial Representatives

Location: Flushing, New York | Hybrid

Company Summary: For over 175 years, we've been helping people put love into action. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. We invite you to bring your talents here, so we can continue the good to help families and businesses “Be Good at Life.”

Company’s Website: https://www.newyorklife.com/

Job Purpose: The team behind New York Life is made up of qualified financial professionals who are passionate about helping individuals and families achieve their financial goals. We are a fast growing Financial and Insurance firm looking for agents to help grow our team. Are you driven, self-motivated, and customer focused? If you enjoy working with clients and developing long term relationships, constantly challenging yourself and providing superior customer service and expertise, then we want to talk with you.

New York Life (Flushing) - Join our dependable team. We are looking for agents with comprehensive professional training, flexible working hours, lucrative earning potential and benefits to join our team and start a career of a lifetime.

As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for yourself in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career. We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.

The ideal candidate for this role will be someone who enjoys building customer relationships and who knows how to initiate and follow through with sales opportunities. Initial duties would include working alongside other Associate Partner servicing clients, making active outbound calls to set appointments, answering phones, client account maintenance and client relationship making.

Role Responsibilities:

• Handle inside sales for individuals and institutional (business) customers who need help getting coverage or managing their policy by understanding the requirements of the customer and customize financial plans to fit the need of each individual and family
• Explain different options to prospective clients and encourage the sale of financial products and policies that best suits their needs.
• Convert leads to sales by rapidly responding and catering to customers who have requested a quote.
• Adapt to new and ever-changing technology as we build our processes and workflows.
• Serve as a relationship manager to establish customer relationships and follow up with customers, as needed.
• Use a client-focused, needs-based review process to educate customers about insurance options.
• Maintain a strong work ethic with a total commitment to success each and every day

Areas of Financial Offers to clients: insurance/annuity/retirement planning/education fund/Investment products/tax credit plan/asset protection, estate planning etc.

Qualifications:

• Education: Associate or Bachelor’s degree in a Business or Finance field but not limited to
• Excellent communication and customer service skills, the ability to go after sales and be competitive while still putting the client’s interest at first
• Ability to analyze client’s requirements and think critically to find the best solutions for their customized needs.
• Well organized and detail oriented.
• General and technical knowledge of the insurance industry is a plus!
• A team player who is punctual and possesses a strong work ethic, also with a desire to help others
• Strong written and verbal skills.
• Responsible, trust worthy, with the ability to problem solve independently.
• Bi-lingual in Chinese Mandarin is a Must
• Sales experience preferred entrepreneurial mindset, Strong business acumen
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

We’ve built a strong company, one that puts its clients first. We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.

If you are seeking a long-term, full-time position in a reliable and fostering workplace with tremendous support, resources and opportunities to lead and grow, this role is ideal for you!

Work Location:

Flushing, New York | Hybrid

At New York Life, we believe that our team's success is the key to our clients' success. If you are a coachable individual who is passionate and open to enter or further progress in the fields of business, we encourage and invite you to apply and embark on a journey to be a part of our dynamic and collaborative team.

Compensation:

On average, first year agents can make $65,000 with no limit subject to one’s performance.

Provide high quality free training, remunerative, domestic and foreign vacation learning opportunities.

May be eligible for stipend and training allowance in addition to commission based.

Benefits:

· Training, Development and Benefits

· Blended training and development program designed to work with your schedule, and in this role of role, it makes a huge impact and difference

· You can read in full about all benefits for our Financial Professional role here: https: //www.nylbenefits.com/ agents.

· We have Fast Track to Management opportunities for qualified professionals once established in the career.

About New York Life: New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA). For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table the standard of excellence for life insurance sales performance in the insurance and financial services industry.

To apply, please send your resume and reference this position to RongFang Zhou via email: rzhou01@newyorklife.com. Applications will be reviewed in the order for which it is received.

We look forward to reviewing your application and potentially welcoming you to our team!

Note: This job description is for informational purposes only and does not constitute a contract. The job responsibilities, qualifications, and benefits described above may be subject to change based on the needs of the company.

New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity

Job Types: Full-time, Permanent

Pay: $65,000.00 - $117,300.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

Supplemental Pay:

• Commission pay

Work Location: Hybrid remote in Flushing, NY 11354

Salary : $65,000 - $117,300