Entry-Level Financial Professional

Company: New York Life and NYLIFE Securities
Location: Grand Rapids
Posted on: November 2, 2024

Job Description:

If you are looking to start your career as an insurance and financial services professional, one way to increase your chances of success is by learning from those who came before you. Join New York Life Insurance Company, a Fortune 100 company, that is dedicated to helping individuals, families and business owners achieve financial security as a Financial Professional in training. You will have the opportunity to be mentored by and collaborate with successful, established financial professionals to help pave the path for your growth and success. We offer a hybrid work environment, allowing you the flexibility to work from home while still maintaining a strong connection to our local team.



What sets us apart? At New York Life, we believe in providing comprehensive training and ongoing support to ensure your success. You will receive the guidance and resources needed to develop expertise in insurance products and financial planning, empowering you to provide personalized recommendations and solutions to clients.



If you are passionate about making a positive impact, if you want the ability to set your own pace and establish your own income objectives, if you are looking to join a supportive and collaborative team, New York Life Michigan is the opportunity for you.

Responsibilities:
--- Client Engagement: Build relationships with clients by understanding their financial goals and providing tailored advice and solutions
--- In-Depth Analysis: Conduct thorough financial needs analyses to identify areas of improvement and provide suitable recommendations
--- Educational Presentations: Deliver informative and engaging presentations to educate clients on insurance products and financial planning strategies
--- Cross-Selling: Identify opportunities to enhance clients' coverage and financial portfolios by offering additional insurance products
--- Networking: Attend networking events and actively seek out potential clients to expand your professional network
--- Self-Development: Continuously enhance your knowledge of insurance products, industry regulations, and financial planning techniques to better serve your clients

Qualifications:

--- Possess a valid U.S. driver's license and be able to travel by car
--- Proven track record of at least 2 years of experience in a sales position or related field
--- Superb communication skills, both written and verbal, as well as interpersonal skills and time management skills
--- High school diploma or equivalent required, college degree preferred
--- Working knowledge of the sales process and CRM software
--- Educational Background: Bachelor's degree in finance, business, or a related field is preferred but not required
--- Professional Skills: Strong communication skills, both oral and written, with the ability to explain complex financial concepts in a clear and concise manner
--- Entrepreneurial Mindset: Self-motivated with a drive to succeed in a competitive sales environment
--- Networking Abilities: Proven ability to build and expand a professional network through relationship building and referral generation
--- Integrity and Ethics: Commitment to maintaining the highest ethical and professional standards in all client interactions
--- Technology Proficiency: Comfortable using computer applications and digital tools to facilitate client meetings and presentations
--- Licensing: Must have or obtain a Life & Accident/Health license; ability to obtain SIE, Series 6 and 63

About Company:
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we can earn their trust and loyalty. Every decision we make and every action we take has one overriding purpose: To be here when our customers need us.



Benefits include retirement, life, medical, dental, vision, and defined benefit pension plans.

Keywords: New York Life and NYLIFE Securities, Portage , Entry-Level Financial Professional, Accounting, Auditing , Grand Rapids, Michigan