Job Description

Financial Consultant - Build Relationships. Drive Results. Grow Your Success with New York Life. Are you a results-driven sales professional with a proven record of exceeding goals and building lasting client relationships? At New York Life Insurance Company, we’re looking for a Financial Consultant who can combine strategy, relationship-building, and initiative to deliver financial solutions that make a difference. We’ll provide the tools, training, leadership, and support you need to excel — and the competitive compensation to reward your success. If you’re a motivated self-starter with strong communication and interpersonal skills, this is your opportunity to turn your ambition into a fulfilling career. What You’ll Do As a Financial Consultant, you’ll play a key role in helping individuals, families, and businesses achieve financial confidence and security. Your primary responsibilities will include: • Developing and executing a sales strategy to acquire new clients and expand existing relationships. • Presenting tailored, win-win financial solutions that address client goals and closing sales effectively. • Leveraging multiple prospecting channels —including social media, networking, and referrals—to identify and engage new opportunities. • Analyzing market trends and competitive positioning to present New York Life as the trusted and preferred choice. • Meeting or exceeding sales goals , lead requirements, and revenue targets on a monthly basis. • Managing your pipeline efficiently, ensuring consistent follow-up, and steady growth in your client base. What We’re Looking For We’re seeking candidates who are: • Driven by results, with a passion for sales and business development. • Skilled communicators who can build trust and rapport with clients. • Organized, self-motivated, and comfortable managing multiple priorities. • Eager to learn and grow within a respected, industry-leading organization. • Experienced in consultative sales, financial services, or relationship management (preferred). Why New York Life At New York Life, we don’t just offer a job — we offer a career path . You’ll receive: • Comprehensive training and mentorship through NYLIC University. • Ongoing professional development and access to advanced sales tools. • Strong company support with marketing, technology, and client resources. • A rewarding compensation structure designed to recognize and encourage success. Responsibilities: • Deliver tailored financial advice and strategies by hosting educational workshops, one-on-one consultations, and seminars aligned with clients’ financial goals and risk tolerance. • Leverage CRM systems to maintain detailed records of each client’s financial profile, including goals, income, cash flow, and future expectations, as a foundation for personalized financial planning. • Design comprehensive, customized financial plans utilizing a full suite of New York Life’s products and services, thoughtfully matched to clients’ current and anticipated life stages. • Proactively identify and cultivate prospects through consistent outreach, including social media engagement, networking, and other marketing strategies. • Build and maintain long-term client relationships by serving as a reliable and knowledgeable financial advisor, earning trust through consistent communication and results. • Guide clients through critical financial decisions regarding life insurance, investment strategies, retirement planning, and other financial solutions tailored to their individual needs. Qualifications: • Minimum of 2 years of experience in sales or a related field such as marketing or business development. • Familiarity with financial products or industry knowledge is a strong plus. • Self-motivated and goal-oriented , with a proven ability to contribute to team success. • Demonstrated success as a top performer in sales , consistently meeting or exceeding targets. • Comfortable engaging with prospects , presenting tailored solutions, closing deals, and actively seeking referrals. • Strong relationship-building and client management skills. • A business-oriented mindset with a forward-thinking drive. • Unwavering integrity and the ability to explain complex ideas and strategies with clarity. • Skilled in networking and leveraging social media platforms to generate new business opportunities. • Highly organized , detail-focused, and capable of managing time and priorities effectively. • Leadership and communication skills. NORTH AND SOUTH CAROLINA RESIDENTS ONLY About Company: New York Life is a Fortune 100 company created in 1845 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 the long-term success of clients. 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), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world. 1-Source: 3rd Party Ratings Reports as 11/17/23. 2- SOURCE: MDRT 7/2023.

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