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Licensed Financial Advisor (Life & Health insurance)

Licensed Financial Advisor (Life & Health insurance)

NYL - BostonWestborough, MA, United States
1 day ago
Job type
  • Full-time
Job description

Description

Are you a Licensed Financial Advisor passionate about making a lasting difference in people's lives?

Join our team at NYL - Boston , where you'll work alongside a group of dedicated financial professionals committed to guiding clients toward long-term financial success and security. This is more than a job - it's a chance to build meaningful relationships and help individuals and families achieve peace of mind about their financial future.

What You'll Do :

  • Deliver personalized financial advice and solutions
  • Develop and implement custom financial strategies
  • Build long-term client relationships built on trust, transparency, and service
  • Stay up to date on financial products, market trends, and regulatory changes

What Sets Us Apart :

  • A culture rooted in integrity, professionalism, and client-first values
  • Supportive environment for ongoing education and career growth
  • Access to industry-leading tools, training, and mentorship

    • Responsibilities

  • Develop personalized financial plans for clients based on their individual goals and risk tolerance
  • Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives
  • Provide expert advice on a wide range of financial products and services to help clients make informed decisions
  • Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients
  • Build and maintain strong relationships with clients to foster trust and loyalty in the financial advisor-client partnership

    • Qualifications

  • Have a life insurance license (required)
  • Health, SIE, and Series 6 Preferred but not required
  • Proficient in financial planning software
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Expertise in maintaining and growing client portfolios
  • Ability to conduct client discovery meetings and regular financial reviews
  • Skilled in prospecting, lead generation, and referral development
  • Comfortable with setting and achieving sales targets
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    Financial Advisor • Westborough, MA, United States