Job Description

An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner in 6 months to a year! Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters who would like to: • Become a partner within their first year and build a team of financial advisors • Build their career with significant income potential • Manage their own work schedule and establish an attractive work/life balance • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets • Experience a lifetime of learning and professional development • Enjoy recognition and rewards for their financial achievements Responsibilities: • Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy • Communicate regularly with key industry reps regarding industry standards, insurance products, current rates, coverages, insurance policies, and carriers so that you are always ready to help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address new rules and policy updates • Help create competitive quotes when it is time to issue renewals or make updates to a current policy • Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding Qualifications: • Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role • Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.) • Associates or Bachelor’s degree required, or commensurate insurance industry experience • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset • Must have active insurance license in your state or must be willing to get licensed in 90 days • MBA or previous management/team-building experience (Required)• Organized, detail-oriented, and excellent time management skills • Ambitious, disciplined leaders who demonstrate the utmost professionalism • Relationship building and networking abilities, exemplary interpersonal skills • Coachable and the ability to work in a team-based environment • J.D. (attorney) or M.B.A. is a Strong plus • Sales experience is not required, but is a plus • FINRA Series 6, 7, 63, 65, or 66, a plus (company will pay for sponsorship for the right candidate) • Life & Health Insurance License not required (company will pay for sponsorship) • Financial Industry background is a plus; however, financial or insurance sales experience is not required • Personal Transportation will be required for this position • Must be a U.S. Citizen or a Permanent resident About Company: About New York Life... New York Life is a Fortune 100 company 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. We’re proud of our financial strength.5 A++ Superior (A.M. Best)AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody’s)AA+ Very Strong (Standard & Poor’sWe’re proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality IndexForbes 2022: America’s Best Employers for DiversityLatino Leaders 2022 Best Companies for Latinos to Work For

Job Tags

Permanent employment, Work at office,

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