Financial Professional

Financial Professional New York Life Insurance Company/NYLIFE Securities, LLC. - 3.6 Maitland, FL Job Details Full-time | Contract $60,000 - $150,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Tuition reimbursement Vision insurance 401(k) matching Flexible schedule Qualifications Financial sales Customer service Insurance sales Life & Health Insurance License Master of Business Administration Full Job Description Job description 1. Financial Representative Currently seeking a motivated individual with an entrepreneurial spirit to offer financial products and benefits to local prospective clients. The most successful candidate will have served in a sales role or client-facing environment, in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, driven, and organized professional who thrives in a multifaceted role, this career is a great fit! We'll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. Training, Development & Benefits Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference.

The multifaceted system includes:

In conjunction with in office trainings, we've created a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want! You can read in full about all benefits1 for our Financial Professional role here: https://www.nylbenefits.com/agents

Compensation:

$65,000 - $125,000 +

Responsibilities:

Utilize sales/CRM databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients Maintain consistent quality customer service Educate and consult new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs Develop and deliver risk management strategies for each customer based on their risk profile Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance claims to ensure mutual satisfaction We're looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you'll have the opportunity to accelerate your path to management, and advance within 12 months. Job Description New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, fixed and variable• annuities, and mutual funds•. In the Fast Track Management Program, you'll start as a financial professional to gain hands on experience. Once you have met the program requirements, you'll be able to transition into management as an Associate Partner. In this role, you'll be responsible for recruiting and developing your own team of financial professionals. You'll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager. Fast Track Management Program Eligibility requirements: MBA completion within the previous 24 months -or- Prior management or business owner experience Preferred but not required to apply: Life and Health License FINRA registrations; SIE, Series 6 or 7 Previous sales experience Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and the people in their communities.

Our extensive resources include:

Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses Three highly-skilled teams providing advanced markets support: o Our Advanced Planning Group o Eagle Strategies, a Registered Investment Advisor, for qualifying agents who are also Registered Representatives o The Nautilus Group for qualifying agents who pay a monthly subscription fee. A team of highly-trained, experienced product consultants to support your agents' client acquisition needs About New York Life We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. 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. •Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member

FINRA/SIPC

), a Licensed Insurance Agency •

Source:

Individual Third Party Ratings Reports as 9/18/19. NYLIFE Securities and Eagle Strategies are New York Life companies New York Life is an equal opportunity employer M/F/Disabled/Veteran/Sexual Orientation/Gender Identity

SMRU 1863221

exp 7/16/22

Job Types:

Full-time, Contract Pay:

$65,000.00 - $125,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Vision insurance

Supplemental Pay:

Bonus opportunities Commission pay

Experience:

Professional Sales:

1 year (Preferred)

Job Types:

Full-time, Contract Schedule:

Monday to Friday Application Question(s): How many years of professional selling experience do you have? Ability to

Commute:

Maitland, FL 32751 (Required)

Work Location:

In person

Job Types:

Full-time, Contract Pay:

$60,000.00 - $150,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Vision insurance

Work Location:

Hybrid remote in Maitland, FL 32751