We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation:

$69,000 - $100,00 at plan yearly

Responsibilities:

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Be a coachable, organized team member interested in pursuing training development and educational opportunities

• Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience

Qualifications:

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

• Must have effective relationship management skills
• Required to effectively network to identify potential new clients
• Life, Health, and Series 6 & 7 licenses are preferred, but not required
• The candidate must be an accomplished communicator with strong verbal and written skills
• Prior sales and/or business experience preferred
• Entrepreneurial mindset
• Strong desire to help others
• It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with interests and priorities. We had over 176 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future
• #67 on Fortune 100 in 2020
• Most MDRT2 members in any United States Mutual company 2019
• Highest 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 7/30/18

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity