Financial Advisor

New York Life - Rob Ward; United States; On-site; USD 103,500 - 126,500; Full time

Benefits offered by this job

Medical, dental, and vision insurance eligibility

Long-term disability insurance

Group term life insurance

Job summary

Join a leading financial services firm as a driven financial service professional. You will provide tailored advice and implement strategies to help clients achieve their financial goals. With comprehensive training and a supportive environment, you'll build strong relationships and succeed in this rewarding career.

Qualifications

• Strong relationship management skills required.
• Ability to network and prospect effectively for new clients.

Responsibilities

• Research and provide financial advice through educational meetings tailored to clients.
• Help implement financial recommendations like life insurance and savings plans.
• Collect and organize financial information to assess client goals.
• Generate prospects using social media and marketing tools.
• Create personalized financial plans leveraging products and services.

Skills

Relationship Management

Networking

Job description

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 service 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 seeking 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 enable you to work with highly successful, established agents and managers who assist in developing your clientele. We provide the resources and ongoing support expected from a Fortune 100 company.

About New York Life:

New York Life is among the strongest and most respected financial companies globally. It has received the highest financial strength ratings from all four major rating agencies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s (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 worldwide. Recognized as one of Fortune Magazine’s "World’s Most Admired Companies" in 2019, New York Life continues to uphold its legacy of excellence.

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. We are an Equal Opportunity Employer M/F/D/V.

Benefits:

• Immediate eligibility for medical, dental, vision, long-term disability, and group term life insurance for full-time agents and their dependents.
• Benefits are subject to change at the company's discretion.

Responsibilities:

1. Research and provide financial advice and strategies through educational meetings or seminars tailored to client risk tolerance and financial goals.
2. Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
3. Collect and organize client financial information using a CRM to assess financial status, goals, cash flow, and expectations.
4. Continuously identify and generate prospects using social media and other marketing tools, establishing strong relationships as a trusted advisor.
5. Assess each client’s potential life and financial needs to create personalized financial plans leveraging our products and services.

Qualifications:

• Strong relationship management skills and/or relevant experience required.
• Ability to network and prospect effectively for new clients.

Compensation:

$115,000+ annually.