Financial Advisor: Flexible Schedule & Client Impact

New York Life Insurance Co.; Maryland; On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life Insurance Company seeks a Financial Professional who can understand clients' needs, educate on retirement and financial planning, and promote long‑term goals. You will cultivate client relationships and build an insurance and financial practice through networking and prospecting, offering guidance in life events and financial security.

The role emphasizes compassionate advice, trust-building, and durable community ties, with a flexible schedule for meeting clients and generating

Qualifications

• 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.

Skills

Client needs assessment

Financial planning education

Relationship building

Prospecting for clients

Job description

New York Life Insurance Company seeks a Financial Professional who can understand clients' needs, educate on retirement and financial planning, and promote long‑term goals. You will cultivate client relationships and build an insurance and financial practice through networking and prospecting, offering guidance in life events and financial security.

The role emphasizes compassionate advice, trust-building, and durable community ties, with a flexible schedule for meeting clients and generating