Job Description
Job Description
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Compensation :
$140,500 at plan earnings
Responsibilities :
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businessesThis is not just a sales job—it’s a career with purpose and opportunityYou’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for collegeAs an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clientsQualifications :
A Bachelor’s degree in business administration, finance, or a related field is requiredCPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are requiredExcellent math skills, relationship skills, communication skills, and customer service skills are crucialExperience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essentialRelevant knowledge of the financial industry, financial products, best practices, and tax regulations is vitalCompetitiveEnterprisingCoachableCommunicativeSelf-disciplinedAuthenticWinning AttitudeAbout Company
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 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 2020A leading company with many agents qualifying for MDRT 2 year after yearHighest possible financial strength ratings currently awarded to any life insurer : Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9 / 12 / 19Full benefits when hired and 3 separate pensionsNew York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity
Lance Gillman, Senior Partner, New York Life