Entry-Level Financial Advisor

NYL•Bridgewater, MA

13d

About The Position

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)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². 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 of 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/

Requirements

3-5 years of experience in insurance or investment sales management as a sales executive or in a leadership role in the sales department
Exemplary communication skills, leadership skills, and analytical skills
Proven track record of sales success
Experience in the financial services industry and/or insurance industry is required
Sales experience needed
Experience in the financial services industry and/or insurance industry is required

Responsibilities

Hire, develop, and help us expand our field of advisors across the state
Lead and motivate our sales team by setting a sales plan for each sales associate, identifying individual sales targets, and overseeing training programs to make sure they’re successful
Coach and counsel your sales team members, evaluate their performance, and offer suggestions for improvement
Identify new sales opportunities, emerging markets, and lead-generation programs to keep us growing
Build and execute business plans to expand our sales volume and help create new sales goals
Aid Agents in presenting client solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds
Transition into management as an Associate Partner once you have achieved the program requirements
Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
Select, hire, and grow your financial professional team as an associate partner
Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program