Financial Advisor: Build Trusted Client Relationships

New York Life Insurance Co.; Pennsylvania; On-site; USD 45,000 - 75,000; Full time

Job summary

New York Life Insurance Co. is seeking motivated, relationship-driven individuals to build a rewarding career in financial services. As a Financial Advisor, you’ll work with individuals, families, and business owners to understand goals and identify strategies aligned with their needs.

No prior financial services experience is required. You will receive training and licensing support, learn the business, and develop your professional skills while growing your client network.

Qualifications

• Successful candidates are typically:
• Strong communicators and relationship builders
• Self-motivated and goal-oriented
• Entrepreneurial and comfortable developing new business
• Coachable and committed to continuous learning
• Organized and able to manage their time effectively
• Comfortable networking and meeting new people
• Passionate about helping individuals and families work toward their financial goals

Responsibilities

• Building and maintaining long-term client relationships
• Developing a network of prospective clients through referrals, networking, and community involvement
• Learning about clients’ financial goals, priorities, and concerns
• Educating clients on insurance and financial products and solutions
• Helping clients develop strategies for financial protection, retirement, and other long-term goals
• Conducting regular client reviews as needs and circumstances change
• Continuing to develop your financial knowledge and professional skills

Skills

Relationship Building

Communication

Sales & Business Development

Customer Service

Networking

Consultative Selling

Leadership

Client Relationship Management

Time Management

Job description

New York Life Insurance Co. is seeking motivated, relationship-driven individuals to build a rewarding career in financial services. As a Financial Advisor, you’ll work with individuals, families, and business owners to understand goals and identify strategies aligned with their needs.

No prior financial services experience is required. You will receive training and licensing support, learn the business, and develop your professional skills while growing your client network.