Financial Advisor: Flexible Schedule & Community Impact

New York Life (Atlanta); Atlanta (GA); On-site; USD 60,000 - 95,000; Full time

Job summary

New York Life Insurance Company in Atlanta is seeking Financial Professionals to help individuals, families and small businesses secure their financial future by understanding needs, educating on planning, and promoting customized strategies.

You will build an insurance and financial practice through networking, prospecting, and delivering compassionate guidance; enjoy a flexible schedule and the chance to make a lasting impact in your community.

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

• Understand client needs and financial concerns to tailor solutions.
• Educate clients on planning for the future and potential life events.
• Build and maintain relationships to secure long-term financial security for clients.

Skills

Client needs assessment

Educating clients on financial plans

Relationship building

Job description

New York Life Insurance Company in Atlanta is seeking Financial Professionals to help individuals, families and small businesses secure their financial future by understanding needs, educating on planning, and promoting customized strategies.

You will build an insurance and financial practice through networking, prospecting, and delivering compassionate guidance; enjoy a flexible schedule and the chance to make a lasting impact in your community.