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For Companies At a Glance
- Tasks: Help families navigate financial decisions and build lasting client relationships.
- Company: Join New York Life, a Fortune 100 company with over 180 years of success.
- Benefits: Enjoy flexible income, comprehensive training, and health benefits including medical and retirement plans.
- Why this job: Make a real impact in people's lives while growing personally and professionally.
- Qualifications: Strong communication skills and a desire to learn; no formal experience required.
- Other info: Work in a supportive team environment with mentorship and peer support.
The predicted salary is between 78000 - 130000 £ per year.
Are you a leader who has the following traits?
- Business-minded
- Coachable
- Communicative
- Community minded
If the answer is yes, consider becoming a Financial Services Professional to drive 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.
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 clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a financial professional, 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 clients.
What we offer:
- Training and development: We’ll equip and train you with a multifaceted 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 full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
- Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income 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 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 services, estate planning strategies, and business solutions.
- Compensation: You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.
Responsibilities:
- Build and Maintain Client Relationships
- Educate Clients on Financial Options
- Explain basic financial concepts, products, and strategies in a clear, understandable way to help clients make informed decisions—training and support provided.
- Commit to Ongoing Learning and Professional Growth
Qualifications:
- Strong Interpersonal and Communication Skills
- Motivation to Learn and Grow
- Interest in Helping Others Achieve Financial Goals
About NYL Norcal - Grant Group: As a New York Life partner, my goal is to help driven, ambitious people fulfil their potential. We’ll help you take the path to becoming a financial advisor, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community. Let your values and your personality drive your success. If you like working with people, have an entrepreneurial spirit, and genuinely enjoy helping others, you’ve come to the right place. At New York Life, you can take all those skills and use them to build a successful practice of your own. Our team is fully invested in you. We provide complete training, education, and support.
Financial Services Professional employer: Bighornlaw
Contact Detail:
Bighornlaw Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Professional
✨Tip Number 1
Network with current Financial Services Professionals in your area. Attend local financial seminars or community events to connect with individuals already in the field. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with New York Life's products and services. Understanding their offerings will not only help you during interviews but also demonstrate your genuine interest in the company and its mission.
✨Tip Number 3
Consider shadowing a Financial Services Professional for a day. This hands-on experience can give you a clearer picture of the daily responsibilities and challenges, making you more prepared for the role.
✨Tip Number 4
Engage with online communities or forums related to financial services. Participating in discussions can enhance your knowledge and help you build connections that may be beneficial when applying for the position.
We think you need these skills to ace Financial Services Professional
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Financial Services Professional. Emphasise your interpersonal and communication skills, as well as any experience in education, sales, or customer service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation to help others achieve their financial goals. Mention specific traits such as being business-minded and community-oriented, and explain how these qualities make you a suitable candidate for the position.
Highlight Your Commitment to Learning: In your application, express your eagerness to engage in ongoing learning and professional growth. Mention any relevant training or certifications you have pursued, and your willingness to complete required licensing.
Showcase Your Impact: Provide examples of how you have positively impacted others in previous roles. This could include helping clients, students, or colleagues navigate complex situations, which aligns with the responsibilities of a Financial Services Professional.
How to prepare for a job interview at Bighornlaw
✨Show Your Passion for Helping Others
As a Financial Services Professional, it's crucial to convey your genuine desire to help clients achieve their financial goals. Share personal stories or experiences that highlight your commitment to making a positive impact in people's lives.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role. Practice explaining complex financial concepts in simple terms. During the interview, focus on active listening and ensure you articulate your thoughts clearly to showcase your interpersonal skills.
✨Highlight Your Coachability
New York Life values candidates who are open to learning and growth. Be prepared to discuss instances where you've successfully adapted to feedback or learned new skills. This will demonstrate your willingness to embrace training and development opportunities.
✨Research the Company and Its Values
Familiarise yourself with New York Life's mission and values. Understanding their commitment to client success and community impact will allow you to align your answers with their ethos, showing that you're a good cultural fit for the team.
