Financial Advisor

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 Us?

• 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. Responsibilities :
• Meet with individuals and families in the Albuquerque area to understand their financial goals, priorities, and personal circumstances.
• Provide tailored recommendations for life insurance and financial products that align with each client’s unique needs.
• Present and explain a variety of life insurance solutions—including term, whole, and universal life policies—to help clients make informed decisions.
• Assist clients with completing insurance applications accurately and ensure all necessary documents are submitted in a timely manner.
• Work closely with insurance carriers to support the underwriting process and resolve any issues that arise.
• Educate clients about coverage options, policy benefits, and how insurance fits into their overall financial strategy.
• Offer ongoing support, including regular policy reviews and updates as clients’ needs and life circumstances evolve.
• Stay informed on industry trends, new products, and changes in regulations to ensure clients receive current, relevant guidance.
• Maintain compliance with all legal and regulatory requirements, including holding proper licenses and certifications in New Mexico.
• Build long-term relationships based on trust, delivering consistent value and support to clients throughout the Albuquerque community.
• Meet or exceed sales goals and performance metrics set by the company. Qualifications :
• Outstanding Communication Skills : Able to clearly and confidently explain complex insurance products and financial strategies to clients, both verbally and in writing.
• Proven Sales Performance : Demonstrated success in selling insurance products, with the ability to effectively overcome objections and close sales.
• Empathy & Active Listening : Genuinely connect with clients to understand their financial goals, personal situations, and long-term needs.
• Strong Analytical Thinking : Skilled at assessing financial information to recommend customized insurance and financial solutions.
• Attention to Detail : Ensure all applications, documentation, and compliance requirements are handled accurately and thoroughly.
• Exceptional Organization : Capable of managing multiple client relationships and responsibilities while maintaining accurate records and follow-ups.
• Self-Motivated & Goal-Oriented : Driven to meet and exceed sales targets and continuously pursue personal and professional development.
• High Ethical Standards : Committed to maintaining client trust by upholding integrity and confidentiality in all professional interactions.
• Client-Centered Mindset : Dedicated to delivering excellent service and building lasting relationships based on trust and value.
• Adaptability : Comfortable navigating evolving client needs and shifting market conditions with agility and professionalism.
• Financial Product Knowledge : Familiarity with life insurance, annuities, and basic financial planning concepts is essential.
• Licensing & Certification : Holds or is willing to obtain the necessary state licenses and certifications to practice in Albuquerque, NM.
• Tech Proficiency : Confident using CRM systems and digital tools to manage client interactions and streamline the sales process. Compensation : $80,000 - $100,000 at plan yearly
• Meet with individuals and families in the Albuquerque area to understand their financial goals, priorities, and personal circumstances.
• Provide tailored recommendations for life insurance and financial products that align with each client’s unique needs.
• Present and explain a variety of life insurance solutions—including term, whole, and universal life policies—to help clients make informed decisions.
• Assist clients with completing insurance applications accurately and ensure all necessary documents are submitted in a timely manner.
• Work closely with insurance carriers to support the underwriting process and resolve any issues that arise.
• Educate clients about coverage options, policy benefits, and how insurance fits into their overall financial strategy.
• Offer ongoing support, including regular policy reviews and updates as clients’ needs and life circumstances evolve.
• Stay informed on industry trends, new products, and changes in regulations to ensure clients receive current, relevant guidance.
• Maintain compliance with all legal and regulatory requirements, including holding proper licenses and certifications in New Mexico.
• Build long-term relationships based on trust, delivering consistent value and support to clients throughout the Albuquerque community.
• Meet or exceed sales goals and performance metrics set by the company.

Compensation :

$80,000-$100,000 per year