Financial Agent Entry Level
About The Position
Join the team at New York Life - Chicago Northshore! This is an opportunity to join a growing local practice within New York Life's Chicago North Shore General Office. You'll receive training, mentorship, and access to New York Life's established resources as you build a career serving clients in the financial services industry. New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moody’s (Aaa), and Standard & Poor’s (AA+). This provides our team with stability and the resources to support your professional growth. About the Role: Entry-Level Financial Agent: We train you to offer multiple solutions to clients, following a comprehensive financial planning approach. You will work closely with clients to address their needs in the following areas: Life Insurance: Protecting clients' families and legacies through comprehensive insurance strategies. Annuities and Investments: Helping clients plan for retirement, asset accumulation, and long-term financial growth. (Only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.) Long-Term Care Insurance & Disability Insurance: Providing peace of mind for clients facing the challenges of aging or unexpected illness. Estate Conservation and Tax Diversification: Assisting clients with planning for business succession, estate needs, and minimizing tax liabilities. Neither New York Life nor its financial professionals offer tax or accounting advice. Characteristics We Seek: Competitive: Driven to outperform and excel in challenging environments. Takes Ownership: Takes full responsibility for actions and results. Coachable: Open to learning and continuous improvement. Communicative: Expresses ideas clearly and listens actively. Self-disciplined: Stays focused and productive, even without supervision. Authentic: Honest, transparent, and true to their values. Join Us in Making an Impact! New York Life is more than just a financial services company—we’re a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, then consider joining our local team today!
Requirements
- Excellent interpersonal, analytical, and communication skills.
- Ability to obtain necessary insurance and financial licenses.
Nice To Haves
- A bachelor's degree in finance, business, or a related discipline is preferred.
- Prior experience in insurance, financial services, or business development is beneficial, but not required.
Responsibilities
- Offer multiple solutions to clients, following a comprehensive financial planning approach.
- Work closely with clients to address their needs in the areas of Life Insurance, Annuities and Investments, Long-Term Care Insurance & Disability Insurance, and Estate Conservation and Tax Diversification.
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Medical, Dental, Vision, Life, and Long-Term Disability Insurance.
- 401(k) Savings Plan
- Defined Benefit Pension Plan
- Access to industry-leading training, certifications, and career development resources.
- World-class training, ongoing mentorship, and advanced certifications.
- Flexible scheduling
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
