Entry-Level Financial Consultant

New York Life Charlotte General Office•Charlotte, NC

About The Position

Seeking individuals committed to positively impacting the financial well-being of individuals, families, and small businesses This role goes beyond sales; it is a purposeful career offering reassurance and guidance on financial matters like retirement savings and college planning. As a Financial Services Representative, you will witness the lasting impact of your work both professionally and personally. Earnings are in your hands with a commission-based payment structure, allowing you to determine your income. We offer a 1st Year Bonus of $24,000, and in 2025, our 12,000 agents earned an average of $124,000. Your salary will be based on performance and includes benefits such as healthcare, dental, vision, a 401(k), and a pension. Collaborate with businesses, families, and individuals

Requirements

Seeking individuals who exhibit resilience in facing challenges
Looking for candidates who are receptive to feedback and eager to learn
Wanting individuals with a strong focus on achieving goals
Seeking motivated individuals with a determined mindset
Looking for candidates who can build strong connections with others effectively
Requiring candidates to be willing to complete a self-paced training program

Responsibilities

Support your portfolio of clients to uphold their financial plans
Engage with the local community to educate individuals about our financial products and services
Acquire knowledge of effective prospecting techniques
Broaden your professional network using established name-gathering methods
Participate in training sessions and skill development programs
Maintain active Life and Health Licenses in North Carolina
Obtain additional licenses like SIE, S6 or S7, & S63 to expand your business opportunities