7 jobs in New York Life Greater Atlanta

Job Description

The Financial Professional  position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. 

You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Traits of Our Most Successful Associates:

• Passion to help people
• Integrity
• Attitude for success
• Enthusiasm
• Self-discipline
• Resilience
• Goal-Oriented
• Coachable

$75,000 - $105,000 at plan earnings

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Embrace the role of a structured yet coachable team player, open to continued education and training from other team members

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus

New York Life Greater Atlanta's 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 Greater Atlanta 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.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job Description

The foundation of a New York Life Insurance Agent’s role is built client by client. The Agent is a unique individual qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers doing right by its customers is simply part of who we are. “Be Good At Life.”

Backed by 175 years of experience, it is commonly known that not all service industries are the same; more to the point, not all companies are the same. Product offerings, producer support, the opportunity for advancement in your role, personal growth, ongoing training, and broad-spectrum marketing. New York Life strides the cutting edge in client servicing, systematically paving the way for success with researched and tested processes, actively immersed with you in achieving your desired career objectives, and more.

Step into a client’s life and help them achieve their financial goals while building a great career for themselves in the process. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses toward the financial strategy that works for them. That is not an easy job, but for the right person, it can be a truly rewarding career with the potential for many growth opportunities.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

$70,000 - $100,000 at plan yearly

• Sales experience preferred – enterprising mindset
• Strong communication skills, both written and verbal
• Desire to help families and businesses to “Be Good At Life”
• Strong business awareness and knowledge
• Professional business manner
• Perseverance in the face of a challenge
• Ability to engage in any atmosphere/community and leverage personal networks/contacts

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future
• Provide financial advice so that they are prepared for unfortunate life events and circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance/financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and empathetic guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term relationships with clients. This will result in trust and continuity of the community over time
• Please note: We, unfortunately, can only accept applicants who are from the US. Citizens who reside within the United States. We currently don't sponsor individuals who hold US H-1B visas

New York Life Greater Atlanta's 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 Greater Atlanta 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.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job Description

This position is a client-based role that has the support of a Fortune 100 company. As a Financial Professional with New York Life Greater Atlanta, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. 

You'll help solidify your future as well because you’ll have the chance to start your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Traits of our most successful Associates:

• Passion to help people
• Integrity
• Attitude for success
• Enthusiasm
• Self-discipline
• Resilience
• Goal-Oriented
• Coachable

The ideal candidate would be Bilingual in Spanish/English!

$75,000 - $105,000 at plan

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Embrace the role of a structured yet coachable team player, open to continued education and training from other team members

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus

New York Life Greater Atlanta's 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 Greater Atlanta 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.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job Description

Bilingual

The fundamental foundation of a New York Life Insurance Agent’s role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers doing right by their customers is simply part of who we are… “Be Good At Life.”

Backed by 175 years of experience. It is commonly known that not all service industries are the same; more to the point, not all companies are the same. Product offerings, producer support, the opportunity for advancement, personal growth, ongoing training, and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives, and more.

Step into a client’s life and help them achieve their financial goals while building a great career for themselves in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses toward the financial strategy that is right for them. That is no easy task, but for the right person, it can be a truly rewarding career with the potential for growth opportunities.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identities

$75,000 - $100,000 at plan

• Sales experience preferred – enterprising mindset, no mile too far
• Strong communication skills, both written and verbal
• Desire to help families and businesses to “Be Good At Life.”
• Strong business acumen
• Professional business demeanor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
• Please note: We, unfortunately, can only accept applicants who are either U.S. citizens or reside within the United States. We currently don't sponsor US H-1B visas

New York Life Greater Atlanta's 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 Greater Atlanta 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.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job Description

Bilingual

New York Life Insurance Company is currently seeking Managers to become part of our Fast Track Partner program. We are interviewing leadership-oriented, goal-driven individuals who may be selected to become Partners in our General Office. A New York Life Partner’s responsibilities include the successful recruiting and development of a team of salespeople who would enjoy:

• Comprehensive professional training
• Competitive benefits
• Pension Plan(subject to eligibility requirements)
• Significant income potential
• The opportunity to work for a Fortune 100 company

$80,000 - $115,000 at plan yearly

• Evaluate the team’s sales performance and offer advice on continuous improvement
• Identify new sales opportunities, emerging markets, and lead-generation programs to keep us growing
• Cultivate lasting customer relationships to meet customer needs and mitigate any complaints to ensure continued business and establish trust
• Lead our sales team by setting a sales plan for each sales representative, identifying individual sales targets, assigning sales territories, and overseeing training programs
• Set our sales strategies and objectives to achieve our sales goals

• Exemplary communication skills, leadership skills, and analytical skills
• At least 3 years of experience in a Sales Management or Leadership role in a Sales Department
• Displays a proven track record of sales success. and goals
• The Candidate must have a Bachelor’s degree in Business or in a similar field

If you are:

• Highly motivated
• Have strong communication skills
• Searching for a rewarding and challenging career

We would like to learn more about you! Please apply!

New York Life Greater Atlanta's 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 Greater Atlanta 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.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job Description

Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!

$70,000 - $100,000 yearly

• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

• Sales experience preferred – business mindset, no mile too far
• Strong communication skills, both written and verbal
• Desire to help families and businesses to “Be Good At Life”
• Strong business acumen
• Professional business demeanor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

• Strong interpersonal and communication skills are a must
• Current Life & Health insurance license is greatly valued
• High school diploma or equivalent required; Bachelor’s degree preferred
• Prior health insurance or life insurance experience a bonus
• Familiarity with the Microsoft Office suite

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time

New York Life Greater Atlanta's 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 Greater Atlanta 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.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010