Financial AdvisorNew York Life - Albuquerque Region • Albuquerque, NM, US
Financial Advisor
New York Life - Albuquerque Region • Albuquerque, NM, US
30+ days ago
Job type
- Full-time
Job descriptionMeet with individuals and families throughout the Albuquerque area to understand their financial goals, priorities, and unique circumstances. Provide customized recommendations for life insurance and financial products tailored to each client’s specific needs. Present and clearly explain a range of life insurance options—including term, whole, and universal life—to help clients make informed decisions. Guide clients through the application process, ensuring accuracy and timely submission of all required documentation. Collaborate with insurance carriers to support the underwriting process and proactively resolve any issues that may arise. Educate clients on coverage options, policy features, and how insurance integrates into a broader financial strategy. Offer ongoing support through regular policy reviews and updates as clients’ needs and life stages evolve. Stay current on industry trends, new product offerings, and regulatory updates to provide informed and up-to-date guidance. Ensure compliance with all legal and regulatory requirements, maintaining the necessary licenses and certifications in the state of New Mexico. Build lasting client relationships based on trust, transparency, and consistent support—serving as a valued resource in the Albuquerque community. Strive to meet or exceed sales targets and performance benchmarks established by the company. Outstanding Communication Skills – Able to clearly explain complex insurance products and financial strategies to clients, both in writing and in person, with confidence and clarity. Proven Sales Performance – A track record of successfully selling insurance or financial products, with the ability to overcome objections and close deals effectively. Empathy & Active Listening – Builds genuine connections by understanding each client’s unique financial goals, life circumstances, and long-term priorities. Analytical Expertise – Adept at evaluating financial information to develop personalized insurance and financial recommendations. Meticulous Attention to Detail – Ensures all applications, documentation, and compliance requirements are completed accurately and thoroughly. Exceptional Organizational Skills – Manages multiple client relationships, tasks, and follow-ups while maintaining detailed, up-to-date records. Self-Motivated & Goal-Oriented – Highly driven to achieve and exceed performance targets while continuously improving through professional development. High Ethical Standards – Acts with integrity, maintaining client trust and confidentiality in all professional interactions. Client-Centered Approach – Committed to delivering outstanding service and building long-term relationships founded on trust, reliability, and value. Adaptability & Resilience – Thrives in dynamic environments and responds effectively to evolving client needs and market changes. Financial Product Knowledge – Familiarity with life insurance, annuities, and basic financial planning principles is essential. Licensing & Certification – Holds (or is willing to obtain) all necessary licenses to sell insurance and financial products in New Mexico. Technology Proficiency – Comfortable using CRM platforms and digital tools to manage client relationships and streamline the sales process.
Job Description
Job Description
A fulfilling career as a Financial Advisor awaits you in Albuquerque. In this role, you’ll empower clients to take control of their financial futures while creating a rewarding, flexible, and successful path for yourself.
Enjoy the freedom of a customizable schedule, high earning potential, and well-defined opportunities for professional advancement. It’s more than a job, it’s a career with purpose, impact, and long-term success.
Why Join?
- Work with one of the most financially stable and respected companies in the world.
- Access a full suite of insurance and investment solutions through New York Life and Eagle Strategies.
- Receive comprehensive training, mentorship, and the potential for advancement, including Fast Track to Management opportunities.
- Enjoy flexible, blended learning and support tailored to your schedule.
- Full-time agents and their dependents are eligible for a range of benefits, including medical, dental, vision, and life insurance.
Compensation :
$70,000 - $100,000 at plan yearly
Responsibilities : What You’ll Do
Qualifications :
We’re seeking driven professionals who bring a blend of strong communication skills, analytical thinking, and a client-first mindset. The ideal candidate will demonstrate the following qualities :
About Company
New York Life’s 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.
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Financial Advisor • Albuquerque, NM, US
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