Financial Advisor

New York Life, Coelho Group — Bridgewater; Bridgewater (MA); On-site; USD 60,000 - 200,000; Full time

Job summary

New York Life is seeking a motivated financial services professional to grow a client base and provide comprehensive financial guidance through educated meetings and seminars. You will tailor plans using life insurance, investments, and savings products to meet client goals.

The role emphasizes integrity, strong relationship building, and proactive networking to expand a client base in a trusted advisory capacity, supported by a Fortune 100 firm.

Qualifications

• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.
• Strong relationship management skills and/or experience required.
• Ability to successfully network to prospect new potential clients is a must.

Responsibilities

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services offered.
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.

Skills

Integrity

Relationship management

Networking

Job description

About this position

Our 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 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.
Join the New York Life team as a motivated financial services professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Compensation:

$60,000 - $200,000

Responsibilities:

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan

Qualifications:

• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Strong relationship management skills and/or experience required
• Ability to successfully network to prospect new potential clients is a must

About Company

Facts:New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table2, with more members than any other financial institution in the world.