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Financial Professional

Company: New York Life - Central GA General Office
Location: Warner Robins
Posted on: November 24, 2022

Job Description:

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: 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), and Fitch (AAA) -. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world -. New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Responsibilities:

Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives

Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM


Qualifications:

Ability to successfully network to prospect new potential clients is a must
Must possess uncompromising integrity and the ability to communicate complex ideas

Must have effective relationship management skills



About Company:
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 rating 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

NYLIFE is an EOE M/F/Disabled/Veteran/Sexual Orientation/Gender Identity SMRU 1863221 exp 7/16/21

Keywords: New York Life - Central GA General Office, Warner Robins , Financial Professional, Accounting, Auditing , Warner Robins, Georgia

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