What are the responsibilities and job description for the Financial Consultant position at NYL - Charlotte?
Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seeking a Financial Consultant who can develop a sales strategy to build new and expand current customer relationships.
We support our sales team with the tools, training, management, and competitive compensation necessary to ensure your success. Job seekers should be motivated self-starters with superior communication, customer service, and interpersonal skills. If you are looking for a lucrative position, we want to talk to you today!
Compensation :
84,000 - $115,351 yearly
Responsibilities :
- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
- Create customized financial plans using the products and services we offer based on clients' potential life and financial needs.
- Identify, seek out, and generate prospects continuously using social media or other marketing tools.
- Create strong relationships with new clients as their trusted advisor.
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
Qualifications :
About Company
New York Life is a Fortune 100 company created in 1845 with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies : A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.
1-Source : 3rd Party Ratings Reports as 11 / 17 / 23.
2- SOURCE : MDRT 7 / 2023.
Salary : $84,000 - $115,351
