Wealth Management Consultant Job at New York Life - West Texas General Office, Midland, TX

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  • New York Life - West Texas General Office
  • Midland, TX

Job Description

(Must Live in West Texas) Company Overview New York Life is a Fortune 100 company and the largest mutual life insurance company in the United States. With a legacy spanning over 175 years, we are dedicated to providing life insurance, retirement income, investments, and long-term care insurance to families and communities across the nation. Comprehensive Product Suite Enhance your client offerings with: • Life insurance, annuities, long-term care, and disability insurance • Investment solutions through NYLIFE Securities LLC (FINRA/SIPC) • Advisory services via Eagle Strategies LLC, a Registered Investment Adviser • Group health and business solutions through sponsored marketing agreements • Advanced Planning Group support for complex and high-net-worth cases Growth and Support for Seasoned Professionals We invest in your continued success: • No competition from internal teams—100% support • Specialization paths in advanced markets: retirement, estate, business, and wealth planning • Continuing education, study groups, mentorships, and peer collaboration • Incentive programs, recognition, and development trips for top producers Compensation and Benefits Your income reflects your performance: • In 2023, agents under our N8 and N9 contracts who met minimum production averaged $117,359; the top 50 averaged $1.68M • Full-time eligible agents enjoy comprehensive benefits: medical, dental, vision, 401(k), and pension If you're ready to take your career to the next level while making a difference in people's lives, we invite you to apply with New York Life today! New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity Responsibilities: Responsibilities • Develop and implement comprehensive financial plans tailored to clients' needs and goals. • Conduct a thorough financial analysis and provide insights on investment management and cash flow. • Advise clients on estate planning, tax strategies, and wealth management options. • Utilize financial software to track and manage client portfolios effectively. • Build and maintain strong customer relationships through excellent communication and service. • Stay updated on financial regulations and market trends to provide informed advice. Qualifications: Requirements • Bachelor's degree in finance, business, or a related field is preferred. • Strong understanding of financial concepts and investment strategies. • Proven sales experience with a focus on customer service excellence. • Ability to analyze financial data and provide actionable insights. • Excellent communication skills, both verbal and written. • Familiarity with financial software tools is a plus. About Company: New York Life, is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping Americans protect their families and attain financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on long-term success.  Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Tags

Full time, Live in,

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