Financial Advisor - San Diego

Job Description

Job Description

Career Description : Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies, and NY LIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Financial strategies may include, but are not limited to, retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning.

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 opportunity 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.

You will be in business for yourself, but never by yourself.

Qualifications : We require motivated, business-minded individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. The candidate must also have the ability to successfully network and prospect for new clients, must have excellent communication skills, and effective relationship management skills.

Registered Representatives are affiliated with NYLIFE Securities (member FINRA / SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / General Identity

Compensation :

$90,000+ commission based

Responsibilities :

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needs

Qualifications :

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