Financial Professional – Retirement Planning

Job overview

The Financial Professional – Retirement Planning role is onsite in Durham, NC. Compensation is commission-based; the posting states that 2022 agents meeting annual minimum sales requirements averaged $115,917, and individual income depends on performance. New York Life’s Retirement Planning Practice Model trains professionals to help individuals, families, and small businesses prepare for retirement. The role develops toward financial advising through licensing, professional designations, client relationship building, and retirement-planning education. It helps clients consider wealth accumulation and preservation strategies while building a client base with training and sales support.

What you'll do

• Complete the Retirement Planning Practice Model curriculum and pursue required licenses and designations
• build client relationships
• use sales, prospecting, and marketing tools
• help clients address retirement planning and preservation needs
• develop wealth accumulation strategies using a goals-based planning approach.

What we're looking for

Skills & competencies

retirement planning

financial professional

new york life

durham nc

financial services

client relationships

wealth accumulation

insurance licensing

professional designations

commission-based compensation

training and development

medical insurance

401(k)

pension

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life, and disability insurance
• 401(k) and pension. Training subsidies and licensing/designation costs are also described.

Why this role

New York Life states it pays the costs of listed licenses and designations and subsidizes training during the first two years.

About the employer

New York Life is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.