Adaptive Financial Professional — Flexible, Client-Focused

New York Life Insurance Co.; Creve Coeur (MO); Hybrid; USD 50,000 - 90,000; Full time

Job summary

New York Life Insurance Company is seeking motivated Financial Professionals who enjoy variety and client interaction. As an advisor, you’ll meet with clients in different settings, tailor financial plans, and help families pursue long-term security.

You'll educate clients on retirement, college savings, and protection strategies while building a personal practice through networking and referrals. Flexible scheduling and the opportunity to impact communities are key aspects of this career.

Qualifications

• The 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.
• Cultivate relationships and help 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.
• Provide compassion and guidance to clients when unfortunate life circumstances arise.
• Have a clear focus on developing and maintaining long‑term bonds with clients, resulting in trust and stability of community over time.

Responsibilities

• The 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.
• Cultivate relationships and help 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.
• Provide compassion and guidance to clients when unfortunate life circumstances arise.
• Have a clear focus on developing and maintaining long‑term bonds with clients, resulting in trust and stability of community over time.

Job description

New York Life Insurance Company is seeking motivated Financial Professionals who enjoy variety and client interaction. As an advisor, you’ll meet with clients in different settings, tailor financial plans, and help families pursue long-term security.

You'll educate clients on retirement, college savings, and protection strategies while building a personal practice through networking and referrals. Flexible scheduling and the opportunity to impact communities are key aspects of this career.