Financial Professional

Job overview

The Financial Professional role is onsite in Miami, FL. Compensation is commission-based and not specified as a guaranteed amount; the posting cites a 2024 average income of $120,555 for agents meeting annual minimum sales production requirements. New York Life provides training, sales support, and financial products to help clients pursue financial security. The role builds client relationships and supports individuals, families, and small businesses with financial planning and product decisions. The professional gathers client financial information, develops tailored plans, and uses research, education, and prospecting to help clients address goals such as retirement and college savings.

What you'll do

• Collect client financial information for CRM documentation
• develop tailored financial plans
• assist with decisions involving life insurance, mutual funds, savings plans, and other financial products
• use social media and marketing tools to identify prospects
• and provide research-based advice through educational meetings or seminars.

What we're looking for

Skills & competencies

financial professional

insurance agent

financial planning

client relationships

life insurance

retirement planning

college savings

prospecting

commission-based

miami fl

new york life

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• Eligible full-time agents may receive medical, dental, vision, life, and disability insurance, a 401(k), and pension
• training and development support is offered.

Why this role

Commission-based compensation; training allowance may be available to qualifying agents during the first two full-time contract years. Eligible full-time agents may receive medical, dental, vision, life, and disability insurance, a 401(k), and pension.

About the employer

New York Life - Miami, FL is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.