Job description

Financial Sales Professional Position

New York Life is hiring in South Florida, US

New York Life Mission Statement and Values

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.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through a wide array of insurance and financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.

Training, Support, and Professional Development: New York Life offers a comprehensive two 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.

About New York Life: New York Life is among the strongest and most respected insurance and financial companies in the U.S. 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 67 consecutive years, New York Life has led the Million Dollar Round Table with more members than any other insurance or financial institution in the U.S.². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 20213.

1 Source: Individual Third Party Ratings Reports for financial strength as of 9/30/2021
2 Source: MDRT, July 2021. The Million Dollar Round Table (MDRT), The Premiere Association of Financial Professionals®, is recognized globally as the standards of excellence for life insurance sales performance in the insurance and financial services industry.

3 New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. For methodologies, please visit Fortune at https://fortune.com/franchise-list-page/methodology-worlds-most-admired-companies-2021/

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Responsibilities

• 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 professional
• Develop and implement tailored financial strategies using our array of services while considering each client’s financial needs and life circumstances
• Collect and organize each client’s financial information using a state of the art system to determine financial status, financial goals, cash flow needs, and financial expectations
• Provide recommendations to clients for retirement savings, life insurance, and other financial products
• Analyze and provide solutions through individual meetings that are appropriate based on client needs and financial objectives

Qualifications

• Required to effectively network to identify potential new clients
• Relationship management skills are required
• Must possess uncompromising integrity and the ability to communicate complex ideas

About Our Team

Join an inclusive and welcoming team led by Partner David Acker, where you are valued and supported, enabling you to find success in a career with purpose. Our team has 10 financial professionals from 3 different ethnic backgrounds and fluent in 3 different languages. In 2021 our team was the #1 Team in the state of Florida and ranked in the TOP 50 in the country for agent production within the Company. Our team thrives by embracing diversity and utilizes each person’s strengths, skills and passion so that each financial professional can maximize their potential for success.

Put your career into action and find your calling with New York Life. The selection and development of exceptional talent is critical to the continued growth of our team. I look forward to the opportunity to speak with you.

About Our General Office

My team is part of the New York Life South Florida General Office. We have 5 Office locations within our General Office and they are: Miami, Sunrise, Brickell, Palm Beach Gardens and Bonita Springs. Our General Office has 292 agents, 2 Senior Partners, 19 Partners and 1 Managing Partner who is the leader of our General Office.

The average and median commission and income information for agents in the South Florida General Office for the year of 2020 can be seen below for your reference only:

2020 General Office Commissions & Income Statistics

Proactive Established Agents

Average First-Year Commission $104,623

Average Income $125,901

Proactive New Org Agents

Average First-Year Commission $51,200

Average Income $97,801

National Top 25% Established Agents

Average First-Year Commission $$277,334

Average Income $334,099

National Top 25% New Org Agents

Average First-Year Commission $78,027

Average Income $117,512

Figures represent first-year commission and Income for agents under contract as of 12/31/2020.

Proactive Agents have met New York life’s annual sales production requirements.

First-Year Commissions are commissions that are based on first-year premiums and considerations paid by the policyowner.

Income may include first year and renewal commissions, training allowance, expense allowance, Premium Drawing NYLIC, and other miscellaneous income.

New Org Agents hereare those who have been with the company under a full-time contract from 2017 to 2019, as of 12/31/2020.

Established Agents are those Agents who have been with the company 4 or more years as of 12/31/2020. Income reported here includes only those agents who were under full-time Agent’s Contract (Form N9) during that period.

Based on 2020 General Office data for informational purpose only. Actual income and compensation are not guaranteed and depend on a number of factors, including the individual sales results and contract type of each agent. The historical income figures shown above do not take into account agent authorized expenses that can reduce the compensation payments an agent receives.

Please note that agent income is not guaranteed. Income is based on each agent’s individual sales. Median is the “midpoint” of all data, meaning 50% of agents experienced higher figures than the median represented, and the other 50% experienced lower figures than the median represented.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

David Acker

M:561-909-7062

Job Type: Full-time

Pay: $51,200.00 - $97,801.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Vision insurance

Schedule:

• Monday to Friday
• Weekend availability

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Palm Beach Gardens, FL 33418: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Driver's License (Required)

Work Location: In person

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