Entry Level Financial Professional

New York Life- Charlotte, NC

Charlotte, NC

Entry Level Financial Professional Location Charlotte, NC (Quail Hollow area) : The Opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate and business planning. Description of Activities and Responsibilities: As a licensed professional, you will be responsible for scheduling appointments, meeting with clients, analyzing clients' information, making product recommendations and providing ongoing service. Agents work in the personal and business markets. They can help clients meet their insurance, estate, retirement and benefit needs through the insurance and financial products they offer. Requirements: We require highly motivated individuals who are willing to invest their time and energy into creating profitable and rewarding careers.
4-year College Degree
Strong interpersonal skills, customer service focused, doesn't sweat the “extra mile”
Articulate communicator both verbally and written
Prior sales and/or business experience preferred
High entrepreneurial focus, confident self-starter, innate problem solver, committed lifetime learner
Fully capable of working individually, highly adaptable to a team environment
Training: At New York Life, we take your training seriously. We offer state of the art marketing support and extensive ongoing training through NYLIC University. Not only will you be trained through our NYLIC University program, but also through local Managers and full-time Trainers who are extremely proficient in teaching the knowledge and skills needed to get off to a fast start. Equal Opportunity Employer M/F/D/V/SO
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Posted 2025-09-22

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