Trusted Financial Planning Advisor

New York Life Insurance Co.; Mobile (AL); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life Insurance Company seeks agents who can understand clients' financial needs, educate on forward planning, and promote customized paths to long-term goals. The role emphasizes cultivating relationships and building a financial practice through networks while guiding families and businesses toward financial security.

Ideal candidates bring sales experience, strong communication skills, a client-focused mindset, and a professional demeanor.

Qualifications

• Sales experience preferred with a strong entrepreneurial mindset.
• Strong communication skills both written and verbal.
• Desire to help families and businesses to "Be Good at Life".
• Strong business acumen.
• Professional business demeanor.
• Perseverance in the face of a challenge.
• Ability to engage your community and leverage personal networks/contacts.

Skills

Sales experience

Communication skills

Community engagement

Business acumen

Professional demeanor

Perseverance

Network leveraging

Job description

New York Life Insurance Company seeks agents who can understand clients' financial needs, educate on forward planning, and promote customized paths to long-term goals. The role emphasizes cultivating relationships and building a financial practice through networks while guiding families and businesses toward financial security.

Ideal candidates bring sales experience, strong communication skills, a client-focused mindset, and a professional demeanor.