Entry-Level Financial Advisor

Bighornlaw • Town of New Windsor, NY, United States • $200k - $250k / year • 4m ago

Posted 5 months ago

Description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

Responsibilities

Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

Qualifications

Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required.
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.
Strong relationship management skills and/or experience required.
Ability to successfully network to prospect new potential clients is a must.

Compensation: $120,000 at plan yearly.

About New York Life: As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success, some of our accolades include:

A promise to work with you to build a strong financial future for both you and your clients.
#73 on Fortune 100 in 2020.
A leading company with many agents qualifying for MDRT year after year.
Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

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