New York Life Insurance Company
Charlotte, NC; Pineville, NC; Rock Hill, SC,
Are you ready to launch a career and not settle for just another job? Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.
We are looking for motivated self-starters who would like to:
Manage their own work schedule and establish an attractive work/life balance.
Build their career with significant income potential.
Grow their business supported by the financial strength and integrity of New York Life.
Make a difference in their community by helping others achieve financial peace of mind.
Customize their career path to match their personal financial goals.
Experience a lifetime of learning and professional development.
Enjoy recognition and rewards for their financial achievements.
Define their career path as a Financial Services agent and have the opportunity for management.
Qualifications:
Organized, detail-oriented, and excellent time management skills.
Strong sales, leadership and communication skills.
Ability to work in a team-based environment.
College Degree preferred.
Sales experience preferred.
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
FINRA Series 6/63, Series 7 - not required
Financial Industry background a plus
Here's what you'll do:
Build relationships with clients beyond a financial/ transactional basis.
Develop your professional skills and sales knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our world class suite of products and services.
Provide ongoing support to existing clients.
Benefits:
Health/Dental/Life/Disability
401 (k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Training:
NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
Company Description:
New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
EOE M/F/D/V 1611768
New York Life Charlotte General Office
Nov 12, 2024
Full time
Are you ready to launch a career and not settle for just another job? Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.
We are looking for motivated self-starters who would like to:
Manage their own work schedule and establish an attractive work/life balance.
Build their career with significant income potential.
Grow their business supported by the financial strength and integrity of New York Life.
Make a difference in their community by helping others achieve financial peace of mind.
Customize their career path to match their personal financial goals.
Experience a lifetime of learning and professional development.
Enjoy recognition and rewards for their financial achievements.
Define their career path as a Financial Services agent and have the opportunity for management.
Qualifications:
Organized, detail-oriented, and excellent time management skills.
Strong sales, leadership and communication skills.
Ability to work in a team-based environment.
College Degree preferred.
Sales experience preferred.
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
FINRA Series 6/63, Series 7 - not required
Financial Industry background a plus
Here's what you'll do:
Build relationships with clients beyond a financial/ transactional basis.
Develop your professional skills and sales knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our world class suite of products and services.
Provide ongoing support to existing clients.
Benefits:
Health/Dental/Life/Disability
401 (k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Training:
NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
Company Description:
New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
EOE M/F/D/V 1611768
New York Life Charlotte General Office
New York Life Insurance Company
New York, NY 10007, USA
Join our Financial Professionals team!
Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals.
Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents.
You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.
ABOUT New York Life:
New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
RECENT AWARDS AND ACCOLADES:
We're proud to be named the “ Best Companies for Latinos to Work for” list for 2022 by Latino Leaders.
We ranked 1st in the number of Million Dollar Round “MDRT” 2Table Qualifiers for 68 consecutive years
We ranked 72ndon the prestigious Fortune 500 list for 2022.
BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021.
for the full list of recognition please visit: https://www.newyorklife.com/newsroom/our-awards-and-recognition
PERKS AT A GLANCE:
Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.
Flexibility - Can set your own schedule as you become more established and achieve work/life balance
Growth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally
Culture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.
Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.
FFINANCIAL PROFESSIONAL RESPONSIBILITIES:
Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factors
Serve as a collaborative team player willing to furthering development through continued training opportunities
Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs
Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals
DESIRED SKILLS & QUALIFICATIONS
Coachable
Self-Disciplined
Values of integrity and honesty.
Excellent communicator and relationship builder.
Ability to work independently with a go-getter mindset.
Life and health license is preferred.
willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.
Previous experience in sales, banking, financing, or other related fields is preferred.
COMPENSATION + BENEFITS:
New York Life provides our financial professionals with an excellent compensation and benefits package.
As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services.
Potential for Growth Opportunities
Sponsorship of Licensing/Credentialing
Subsidized Training during your first two years
Competitive Medical Coverage
401(k) and a Pension Plan3 for qualified individuals
Group Life and Disability Income Insurance
Subsidized Training during your first two years
Competitive Medical Coverage
401(k) and a Pension Paln3 for qualified individuals
Group Life and Disability Income Insurance
*For more information, please submit your resume and a management team member will connect with you.
Job Type: Full-time
Job Title: Agent
Physical setting:
Office
Schedule:
Self-determined schedule after completing all required training
Ability to commute/relocate:
Manhattan, NY 10007: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor’s degree (Preferred)
Work Location: One location
Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.
The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Job Type: Full-time
Pay: $59,063.00 - $114,273.00 per year
Benefits:
Flexible schedule
Health insurance
Paid time off
Schedule:
Choose your own hours.
Experience:
Microsoft Excel: 1 year (Preferred)
Work Location: Hybrid remote in New York, NY 10007
Sep 09, 2024
Full time
Join our Financial Professionals team!
Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals.
Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents.
You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.
ABOUT New York Life:
New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
RECENT AWARDS AND ACCOLADES:
We're proud to be named the “ Best Companies for Latinos to Work for” list for 2022 by Latino Leaders.
We ranked 1st in the number of Million Dollar Round “MDRT” 2Table Qualifiers for 68 consecutive years
We ranked 72ndon the prestigious Fortune 500 list for 2022.
BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021.
for the full list of recognition please visit: https://www.newyorklife.com/newsroom/our-awards-and-recognition
PERKS AT A GLANCE:
Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.
Flexibility - Can set your own schedule as you become more established and achieve work/life balance
Growth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally
Culture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.
Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.
FFINANCIAL PROFESSIONAL RESPONSIBILITIES:
Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factors
Serve as a collaborative team player willing to furthering development through continued training opportunities
Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs
Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals
DESIRED SKILLS & QUALIFICATIONS
Coachable
Self-Disciplined
Values of integrity and honesty.
Excellent communicator and relationship builder.
Ability to work independently with a go-getter mindset.
Life and health license is preferred.
willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.
Previous experience in sales, banking, financing, or other related fields is preferred.
COMPENSATION + BENEFITS:
New York Life provides our financial professionals with an excellent compensation and benefits package.
As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services.
Potential for Growth Opportunities
Sponsorship of Licensing/Credentialing
Subsidized Training during your first two years
Competitive Medical Coverage
401(k) and a Pension Plan3 for qualified individuals
Group Life and Disability Income Insurance
Subsidized Training during your first two years
Competitive Medical Coverage
401(k) and a Pension Paln3 for qualified individuals
Group Life and Disability Income Insurance
*For more information, please submit your resume and a management team member will connect with you.
Job Type: Full-time
Job Title: Agent
Physical setting:
Office
Schedule:
Self-determined schedule after completing all required training
Ability to commute/relocate:
Manhattan, NY 10007: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor’s degree (Preferred)
Work Location: One location
Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.
The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Job Type: Full-time
Pay: $59,063.00 - $114,273.00 per year
Benefits:
Flexible schedule
Health insurance
Paid time off
Schedule:
Choose your own hours.
Experience:
Microsoft Excel: 1 year (Preferred)
Work Location: Hybrid remote in New York, NY 10007
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You’ll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm’s purpose. They deeply understand the client’s goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients’ lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We’ll give you the support you need. Our team will be there every step of the way, providing:
Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program1.
Salary for the first four years as you begin to build your practice2
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office – You’ll work independently, but will have a team of thousands backing you every step of the way.
Benefits:
Includes bonus potential, 401K, and comprehensive health benefits
For more information please visit: Edward Jones Benefits Page
You can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives – the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine’s prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
2 As your new asset compensation and commissions increase over the first four years, salary will decrease
Aug 04, 2024
Full time
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You’ll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm’s purpose. They deeply understand the client’s goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients’ lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We’ll give you the support you need. Our team will be there every step of the way, providing:
Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program1.
Salary for the first four years as you begin to build your practice2
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office – You’ll work independently, but will have a team of thousands backing you every step of the way.
Benefits:
Includes bonus potential, 401K, and comprehensive health benefits
For more information please visit: Edward Jones Benefits Page
You can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives – the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine’s prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
2 As your new asset compensation and commissions increase over the first four years, salary will decrease
Qualifications:
Bachelor's degree in a business-related field or equivalent professional experience.
Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
Securities registrations - Series 6, Series 63, or obtain within a specific time frame.
Life and Health Licenses.
Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
Customer service, interpersonal, and listening skills are a must to communicate with clients effectively.
Written/verbal communication and presentation skills to provide information via phone, email, video, and chat.
Knowledge of CRM and digital financial advice platforms.
Wants to sustain a long-term relationship with clients and the markets we serve.
At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:
A proven template system
Ongoing mentorship from the executive team
Technology and systems to enable you to efficiently manage clients' financial information and plans
Turnkey marketing services
Office/call center environment
First Year $100,000+ (competitive base + commissions)
Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.
Jul 23, 2024
Full time
Qualifications:
Bachelor's degree in a business-related field or equivalent professional experience.
Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
Securities registrations - Series 6, Series 63, or obtain within a specific time frame.
Life and Health Licenses.
Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
Customer service, interpersonal, and listening skills are a must to communicate with clients effectively.
Written/verbal communication and presentation skills to provide information via phone, email, video, and chat.
Knowledge of CRM and digital financial advice platforms.
Wants to sustain a long-term relationship with clients and the markets we serve.
At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:
A proven template system
Ongoing mentorship from the executive team
Technology and systems to enable you to efficiently manage clients' financial information and plans
Turnkey marketing services
Office/call center environment
First Year $100,000+ (competitive base + commissions)
Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.
New York Life and NYLIFE Securities
Hybrid position is in all of Chicagoland with offices in 60661 and 60015
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind for your clients while helping them navigate challenges, such as preparing for retirement and saving for college. As an advisor, you will have the opportunity to see the positive impact of your work for years to come.
May 01, 2024
Full time
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind for your clients while helping them navigate challenges, such as preparing for retirement and saving for college. As an advisor, you will have the opportunity to see the positive impact of your work for years to come.
New York Life Insurance Company
Charlotte, NC 28277, USA
Partner with us and see your career grow with New York Life Charlotte General Office!
Are you ready to launch a career and not settle for just another job? Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.
We are looking for motivated self-starters who would like to:
Manage their own work schedule and establish an attractive work/life balance.
Build their career with significant income potential.
Grow their business supported by the financial strength and integrity of New York Life.
Make a difference in their community by helping others achieve financial peace of mind.
Customize their career path to match their personal financial goals.
Experience a lifetime of learning and professional development.
Enjoy recognition and rewards for their financial achievements.
Define their career path as a Financial Services agent and have the opportunity for management.
Qualifications:
Organized, detail-oriented, and excellent time management skills.
Strong sales, leadership, and communication skills.
Ability to work in a team-based environment.
College Degree preferred.
Sales experience preferred.
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
FINRA Series 6/63, Series 7 - not required.
Financial Industry background is a plus
Here's what you'll do:
Build relationships with clients beyond a financial/transactional basis.
Develop your professional skills and sales knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our world class suite of products and services.
Provide ongoing support to existing clients.
Benefits:
Health/Dental/Life/Disability
401 (k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Training:
NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
Company Description:
New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
EOE M/F/D/V 1611768
New York Life Charlotte General Office
Apr 22, 2024
Full time
Partner with us and see your career grow with New York Life Charlotte General Office!
Are you ready to launch a career and not settle for just another job? Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.
We are looking for motivated self-starters who would like to:
Manage their own work schedule and establish an attractive work/life balance.
Build their career with significant income potential.
Grow their business supported by the financial strength and integrity of New York Life.
Make a difference in their community by helping others achieve financial peace of mind.
Customize their career path to match their personal financial goals.
Experience a lifetime of learning and professional development.
Enjoy recognition and rewards for their financial achievements.
Define their career path as a Financial Services agent and have the opportunity for management.
Qualifications:
Organized, detail-oriented, and excellent time management skills.
Strong sales, leadership, and communication skills.
Ability to work in a team-based environment.
College Degree preferred.
Sales experience preferred.
Highly self-motivated and self-disciplined.
Relationship building and networking abilities.
FINRA Series 6/63, Series 7 - not required.
Financial Industry background is a plus
Here's what you'll do:
Build relationships with clients beyond a financial/transactional basis.
Develop your professional skills and sales knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our world class suite of products and services.
Provide ongoing support to existing clients.
Benefits:
Health/Dental/Life/Disability
401 (k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Training:
NYLIC University: One of the most comprehensive and well-respected training programs in the industry.
Company Description:
New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
EOE M/F/D/V 1611768
New York Life Charlotte General Office
Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As a Financial Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. You will be provided with current leads to build your book quickly and effectively. Discover a career that can’t be offshored or outsourced.
At Coastal Wealth, an independent financial advisory firm affiliated with Mass Mutual, you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
Apr 11, 2024
Full time
Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As a Financial Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. You will be provided with current leads to build your book quickly and effectively. Discover a career that can’t be offshored or outsourced.
At Coastal Wealth, an independent financial advisory firm affiliated with Mass Mutual, you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
The Moody Street Group, LLC , a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program . New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.
Apr 11, 2024
Full time
The Moody Street Group, LLC , a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program . New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.