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Financial Professional

Company: New York Life - Anil Pandya
Location: Oak Park
Posted on: May 11, 2022

Job Description:

Are you a leader who has the following traits?

--- Competitive
--- Entrepreneurial
--- Coachable
--- Communicative
--- Self-disciplined
--- Authentic What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer...

If yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

--- Training and development We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.
--- Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
--- Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services1, estate planning strategies, and business solutions.
--- Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you.

--- 1. You have the power to determine your own income with our commission-based compensation. Across our more than 12,000 diverse agent population, the average income in 2020 was $91,351.
--- 2. Individual agent performance dictates this income. Additional benefits include medical, dental, vision, a 401(k), and a pension.
--- 3. About New York Life... New York Life is a Fortune 100 company 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 long-term success for our clients. Awards Accolades... We're proud of our financial strength.
--- 4. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard Poor's) We're proud of our position in the industry.
--- 5. Training Magazine 2021: Top Companies for Learning and Development Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World's Most Admired Companies list for Insurance: Life and Health.
--- 6. JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankings We're proud to be recognized by organizations that also value diversity. 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized LATINA Style 2019: Company of the Year Forbes 2019: America's Best Employers for Diversity Diversity Inc 2018: Top 50 Companies for Diversity We're proud of the help we've provided and continue to provide our clients.

--- 1. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.
--- 2. As reflected by company data. Historical company data is provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Individuals reflected sold at least one life insurance policy.
--- 3. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
--- 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Rating Reports: A.M. Best A++ (7/22/20), Fitch Ratings AAA (as of 12/10/20), Moody's Aaa (as of 1/6/21), and Standard Poor's AA+ (as of 10/14/20).
--- 5. Full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition
--- 6. Source: Fortune Magazine, 2021. Rankings are determined by a proprietary formula that weights nine criteria to create an overall score.
--- 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation for the 12 months ending December 31, 2020.

Responsibilities:

Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives

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

Create customized financial plans using the products and services we offer based on each client's potential life and financial needs

Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Are you a leader who has the following traits?
--- Challenge-motivated
--- Highly Competitive
--- Coachable
--- Communicative
--- Self-disciplined
--- Authentic
--- Enterprising

If this describes you, consider becoming Financial Services Professional to drive a positive impact in the lives of families every day.

Qualifications:

Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
Required to effectively network to identify potential new clients
Strong relationship management skills and/or experience required
--- Life, Health and SIE, series-6 or series 7 and 63 Licenses preferred.
--- Bachelor's degree or graduation from a two-year college program in a related discipline is preferred but not required.
--- Prior Sales Experience Preferred.
--- History of achieving and consistently exceeding personal goals.

Your schedule is flexible and will be willing to work weekends and evenings when necessary.

About Company:
About New York Life...

New York Life is a Fortune 100 company with a long successful history of doing good. We have been in business for over 176 years, helping generations of Americans protect their families and attain their financial goals. As a mutual life insurance company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Awards and Accolades...

We're proud of our financial strength

--- A++ Superior (A.M. Best)

--- AAA Exceptionally Strong (Fitch)

--- Aaa Exceptional (Moody's)

--- AA+ Very Strong (Standard & Poor's)

Keywords: New York Life - Anil Pandya, Oak Park , Financial Professional, Accounting, Auditing , Oak Park, Illinois

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