Job Description

Location: Charlotte, NC - In-person, not a remote opportunity. Job Type: Full-Time Industry: Financial Services / Wealth Management Why Join Us • High Earning Potential – Competitive base + upside commissions + performance incentives • Built-In Support – Training, tools, leadership, and marketing resources • Career Growth Path – Clear advancement in a growing firm Key Responsibilities • Design and execute winning sales strategies to achieve financial consultant targets • Prospect and acquire new clients—offering tailored financial planning services • Maintain and grow relationships with current clients as a trusted financial advisor • Provide high-touch customer service and personalized financial guidance Who We're Looking For: • Proven success in sales, ideally in financial services, insurance, or wealth management • Exceptional communication, interpersonal, and negotiation skills • Self-starter with a drive to exceed goals • Knowledge of financial advisor tools, CRM platforms, or related software is a plus Compensation & Benefits • Market-competitive base salary + upsie commission structure • Performance bonuses and sales incentives • Professional training, mentorship, and career development support • A full suite of benefits, including: • Health, Dental, Life, and Disability Insurance • 401(k) plan after one year of service • Pension Plan • Continuing education reimbursement • Support for industry designations Apply Now If you’re a results-driven financial consultant or advisor seeking a great opportunity with room to grow, we want to hear from you today! Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services. Qualifications: • 2 years of sales experience or related marketing experience preferred. • Some industry or product knowledge is preferred. • A self-starter who loves contributing to team goals. • A consistent top performer in sales. • Enjoys talking and meeting with prospects, presenting solutions, closing deals, and asking for referrals. • Relationship management skills are required. • Business-minded Spirit. • Uncompromising integrity and the ability to effectively communicate complex programs and ideas. • Ability to successfully network or use social media to prospect for new clients is a must. • Organized, detail-oriented, and excellent time management skills. • Strong sales, 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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