Trusted Financial Advisor

New-York-Life; Miami (FL); On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life Insurance Company is seeking Financial Professionals to help clients manage risk and plan for retirement, education funding, and other life events. This role emphasizes field-based meetings, relationship building, and tailoring financial solutions to individual needs.

As a mutual company, New York Life prioritizes policy owners and community impact. You’ll develop a personal insurance and financial practice by networking with clients, while enjoying the flexibility to design your

Qualifications

• The ability to understand the needs and financial concerns of clients.
• Education 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

• 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.

Job description

New York Life Insurance Company is seeking Financial Professionals to help clients manage risk and plan for retirement, education funding, and other life events. This role emphasizes field-based meetings, relationship building, and tailoring financial solutions to individual needs.

As a mutual company, New York Life prioritizes policy owners and community impact. You’ll develop a personal insurance and financial practice by networking with clients, while enjoying the flexibility to design your