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 + upside 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: • 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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