Accelerated Management Opportunity
Apply NowCompany: NYL - Melville Office
Location: Garden City, NY 11530
Description:
Description
An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner between 6 months-1 year!
Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests.
New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term, investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds.
We are looking for motivated, self-starters, who would like to:
Responsibilities
Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
Help create competitive quotes when it is time to issue renewals or make updates to a current policy
Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
Qualifications
MBA or previous management/team-building experience (Required)
Organized, detail-oriented, and excellent time management skills
Ambitious, disciplined, leaders who demonstrate the utmost professionalism
Relationship building and networking abilities, exemplary interpersonal skills
Coachable and the ability to work in a team-based environment
College Degree
J.D. (attorney) or M.B.A. is a Strong plus
Sales experience is not required but is a plus
FINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship for the right candidate)
Life & Health Insurance License not required (company will pay for sponsorship)
Financial Industry background is a plus however, financial or insurance sales experience is not required
Personal Transportation will be required for this position
Must be a U.S. Citizen or Permanent resident
Associates or Bachelor's degree required, or commensurate insurance industry experience
Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role
Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
Active insurance license in your state or willing to get licensed in 90 days
An opportunity to join our fast-track PARTNER program - get promoted from Financial Advisor to Partner between 6 months-1 year!
Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests.
New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term, investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds.
We are looking for motivated, self-starters, who would like to:
- Become a partner within their first year and build a team of financial advisors
- Build their career with significant income potential
- Manage their own work schedule and establish an attractive work/life balance
- Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets
- Experience a lifetime of learning and professional development
- Enjoy recognition and rewards for their financial achievements
Responsibilities
Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
Facilitate communication with clients and claims adjusters to process all documentation reporting a claim on a current policy
Meet regularly with agents to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers, so you can assist clients, underwriters, sales representatives, account executives, and the rest of our service team with understanding and addressing the newest rules and policy updates
Help create competitive quotes when it is time to issue renewals or make updates to a current policy
Answer clients completely on policy or billing questions including explanations about their coverage or rate adjustments to ensure total understanding
Qualifications
MBA or previous management/team-building experience (Required)
Organized, detail-oriented, and excellent time management skills
Ambitious, disciplined, leaders who demonstrate the utmost professionalism
Relationship building and networking abilities, exemplary interpersonal skills
Coachable and the ability to work in a team-based environment
College Degree
J.D. (attorney) or M.B.A. is a Strong plus
Sales experience is not required but is a plus
FINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship for the right candidate)
Life & Health Insurance License not required (company will pay for sponsorship)
Financial Industry background is a plus however, financial or insurance sales experience is not required
Personal Transportation will be required for this position
Must be a U.S. Citizen or Permanent resident
Associates or Bachelor's degree required, or commensurate insurance industry experience
Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role
Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
Active insurance license in your state or willing to get licensed in 90 days