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Financial Sales and Service Professional

Company: New York Life Insurance Company
Location: San Francisco
Posted on: April 11, 2021

Job Description:

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its East Bay team in SF Bay Area, Northern California by hiring financial service professionals who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
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.
Training, Support, and Professional Development: New York Life offers comprehensive training, 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 2020.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. EOE-M/F/Veteran/Disability/Sexual Orientation/Gender Identity. 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 7/1/20194- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see
Responsibilities

  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
  • Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
  • Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
  • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
    Qualifications
    • Must have the ability to successfully network and prospect for new clients
    • Must have effective relationship management skills
    • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
      Compensation$75,000 - $115,000 annual DOE

Keywords: New York Life Insurance Company, San Francisco , Financial Sales and Service Professional, Sales , San Francisco, California

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