Financial Services Representative

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Job description

Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer a comprehensive array of financial products and services to help clients develop a long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to: risk management, retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy and estate planning.

Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, on-going development program, marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the ability to run your own practice.* You will be in business for yourself - but never by yourself. *

Qualifications: We require motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and ability to communicate complex ideas.

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)1. For 65 Consecutive years, we have led the Million Dollar Round Table2, with more members than any other financial institution in the world. New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2020, and one of "America's Best Large Employers" by Forbes for 2019. For the 6th time in 2019, our Boston General Office, was recognized as one of the "TOP PLACES TO WORK" by the Boston Globe.

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.

Cesar Casado

Partner

NEW YORK LIFE

BOSTON GENERAL OFFICE

201 Jones Road, 5th Floor, East Elevators, Waltham, MA 02451

Local Offices: Waltham, Westborough, Andover, Hyannis, Rockland, Bridgewater and Johnston RI.

Job Types: Full-time, Contract

Pay: $80,000.00 - $100,000.00 per year

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location:

• Multiple locations