Financial Consultant Job at New York Life-Charlotte, Charlotte, NC

  • New York Life-Charlotte
  • Charlotte, NC

Job Description

Job Description

Job Description

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.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

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.

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.

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



  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
  • 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.
  • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisors.
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
  • Life & Accident health license or the ability to acquire both.
  • Relationship Management skills are required.
  • Entrepreneurial Spirit.
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.
  • Strong relationship management skills and/or experience required.
  • The ability to successfully network to prospect new potential clients is a must.
  • SIE and Series 6 or the ability to obtain both within 6-12 months.
About Company

New York Life is a Fortune 100 company created in 1845 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 our clients.

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), & Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.

1-Source: Individual 3rd Party Ratings Reports as 10/18/22.

2- SOURCE: MDRT 7/2022.

Job Tags

Full time, Part time, Immediate start,

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