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Entry Level Financial Services Representative

New York Life - Atlanta

This is a Full-time position in Atlanta, GA posted November 12, 2021.

The mission of New York Life 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.

Our mission is to reflect 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.

Are you a driven self-starter with strong principles, who are interested in making a positive difference in the lives of others?

If your answer was yes to this question, then we are looking for you!

New York Life is growing its team by hiring a financial advisor 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.

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.

We are among the strongest and most respected financial companies in existence.

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 Advisors 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

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
Source: Individual Third Party Ratings Reports as of 7/30/18
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
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/

Compensation:
$91,000
– $128,000+ at plan commission
Responsibilities:

Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice
Create customized financial plans using 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 advisor

Qualifications:

Relationship management skills are required
The ability to successfully network to prospect, new potential clients, is required
Uncompromising integrity and the ability to effectively communicate complex programs and ideas is a must

About Company

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act in integrity and humanity in all our interactions with our policy owners, business partners, and one another.

Ground in both confidence and humility, we serve as stewards for the long term.

We are here for good, reflecting both 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.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security.

Since 1845, we’ve been doing just that.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010


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