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Experienced Financial Advisor

Experienced Financial Advisor

NYL - RochesterRochester, NY, US
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Job Description

Job Description

New York Life empowers you to steer your career path, offering the support of a top-tier Fortune 100 company renowned in the financial services sector.

As the number one mutual life insurance company in the US with the highest financial strength ratings, New York Life equips you with an array of products to cater to the clients' financial and protection needs, including life insurance, annuities, and investment products through NYLIFE Securities LLC.

Enjoy the freedom to operate your practice from over 100 national offices or a detached location, marketing under the New York Life brand or your own career name with a DBA, as well as the ability to partially work remotely.

New York Life invests in your growth with dedicated product and developmental support teams, leading industry learning platforms, and opportunities for specialization in areas like Retirement Planning and Business Planning.

Drive your income with commission-based compensation, with top agents earning significant incomes. Benefits for full-time agents include medical, dental, vision, retirement plans, Roth 401(k), etc.

New York Life has been safeguarding families and helping clients achieve their financial objectives for over 175 years as a mutual company accountable to policyholders. New York Life operates from the concept of Agape or "love put into action," seeking to truly serve clients and their families.

Recognized for financial strength and commitment to diversity, New York Life is an Equal Opportunity Employer dedicated to providing value and protection to millions of lives.

Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position.

Compensation :

$117,359 average yearly minumum

Responsibilities :

  • Recruit, interview, and hire qualified financial professionals
  • Coach, train, and develop your current team of advisors
  • Build your own team
  • Create and maintain a team culture (hire and develop your advisors to maintain your team culture)
  • Continually grow and improve as a leader
  • Employ a comprehensive array of financial products and services, including life insurance, fixed and variable annuities, and mutual funds, when presenting clients with solutions
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
  • Deliver outstanding customer service to current clients, meticulously tracking all communications, strategies, and financial advice provided
  • Assist individuals in implementing various financial recommendations, including life insurance, mutual funds, savings plans, and other financial products tailored to their needs

Qualifications :

Must have one of the following :

  • Executive or management experience
  • Previously owned a business
  • Business-minded background or experience
  • MBA or equivalent master's degree
  • Previous insurance industry experience
  • Spanish, Portuguese, or other language fluency is beneficial
  • Working knowledge of cultural markets is helpful
  • Experience working in sales is required
  • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional
  • Hold a variety of FINRA licenses
  • About Company

    Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community.

    New York Life holds the highest financial strength ratings currently awarded.

    With New York Life, you're in business for yourself, not by yourself.

    As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including :

  • Expert training
  • Supportive management
  • Extensive sales and marketing support
  • Backed by over 175 years of experience
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