Hybrid Financial Advisor: Training, Client Impact & Growth

New York Life; Sandy (UT); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Training and certifications

401k match

Health and vision benefits

Monthly training bonus

Pension

Job summary

New York Life Insurance and Investments in Sandy, UT is seeking coachable individuals for a full-time, hybrid Financial Representative/Advisor role. You will control your schedule while undergoing essential training and mentoring from your management team.

This program offers extensive state-of-the-art training, certifications, and a path to a financial advisor role. You will build client relationships, recommend insurance and financial solutions, and work toward monthly sales goals with a

Qualifications

• Strong Communication and Customer Service skills to engage with clients effectively
• Sales expertise is preferred, but the ability to meet performance targets with proven results is more important
• Willingness to obtain knowledge of Insurance products and financial planning principles
• Willingness to learn and grow through ongoing Training opportunities
• Self-motivation, organizational skills, and a customer-focused mindset
• No degree required, but relevant experience will be considered
• Licensing for insurance or financial products is a plus; however, you must be willing to obtain the needed licenses as required
• Must be a trustworthy individual who likes helping others & can work in a team environment

Responsibilities

• Building and maintaining client relationships, providing financial products and insurance solutions
• Achieving monthly sales goals to receive a training allowance
• Daily tasks include advising clients to identify their retirement, insurance, and financial needs
• Recommending tailored solutions that meet their goals and needs, while delivering excellent customer service
• Participating in weekly training programs to stay updated on industry trends and compliance regulations
• The only limit to your income is your determination to make this a great career!
• Here, you keep 100% of your profits and do not share with your manager
• You have unlimited growth opportunities.

Skills

Communication

Customer Service

Sales

Teamwork

Self-motivation

Licensing willingness

Education

No degree required

Job description

New York Life Insurance and Investments in Sandy, UT is seeking coachable individuals for a full-time, hybrid Financial Representative/Advisor role. You will control your schedule while undergoing essential training and mentoring from your management team.

This program offers extensive state-of-the-art training, certifications, and a path to a financial advisor role. You will build client relationships, recommend insurance and financial solutions, and work toward monthly sales goals with a