Financial Services Agent

Company: New York Life
Location: Grand Rapids
Posted on: June 8, 2021

Job Description:

New York Life Partner

New York Life is looking to add qualified leaders to effectively embrace, contribute and support the field offices plan to recruit, select, train and develop financial professionals in an effort to grow that offices’ revenues and productivity results on a year-by-year basis.

Your experience:

• You have a proven track record of success within the industry as a 2nd Line Manager or Personal Producer.
• Experience recruiting a team of sales professionals utilizing personal warm markets and cold sources including social media, job board resources, recruiting events/ networking events, referrals, leveraging 3rd party recruiting vendors, etc.
• Experience with sales training and employee development. 
• Fully licensed Series 7 and 24 (or the ability to obtain these licenses within 6 months in the role).
• Relevant college degree

Major responsibilities:

• You will actively select and recruit new and experienced financial professionals to the company.
• Train and develop both existing and future financial professionals on company’ selling process and product portfolio
• Monitor and measure performance to increase productivity, retention and overall success.

Facts: New York Life is among the strongest and most respected financial companies in the world. 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) according to Third Party Reports as of 7/30/18. For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance and financial institution in the world1. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 20192. 

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. About New York Life

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 in 2019. New York Life is the Largest Mutual Insurer in the U.S3. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+) Source: Individual Third-Party Ratings Reports as of 7/30/18. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.

1MDRT (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

2Based on Fortune Magazine ‘Worlds Most Admired Companies’ 2019 ranking To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed. https://fortune.com/worlds-most-admired-companies/2019/search/?franchisepreview=true&industry=Insurance%3A%20Life%20and%20Health

3 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/.

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

SMRU 1827570 exp 7/1/20

Keywords: New York Life, Grand Rapids , Financial Services Agent, Other , Grand Rapids, Michigan