Talent.com
Entry-Level Financial Advisor

Entry-Level Financial Advisor

New York Life- Toledo OhioPerrysburg, OH, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Our 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.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.

Training, Support, and Professional Development : New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life : New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies : A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M / F / D / V

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source : Individual Third Party Ratings Reports as of 7 / 30 / 18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE : MDRT as of 7 / 1 / 2019

4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual),” Fortune magazine, 6 / 1 / 19. For methodology, please see http : / / fortune.com / fortune500 /

Compensation :

$100,000+ at plan commission

Responsibilities :

Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives

  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor

Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs

  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
  • Qualifications :

  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
  • Strong relationship management skills and / or experience required
  • Must have the ability to successfully network and prospect for new clients

    About Company

    Located in Perrysburg, Ohio, the Toledo General office serves New York Life clients throughout the Ohio / Michigan area. With many full-time professional agents, we have been serving clients for many years. We believe our business is based on trust and loyalty. That's why our products are designed to help you, your family, and your business when you need it most.

    serp_jobs.job_alerts.create_a_job

    Financial Advisor • Perrysburg, OH, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Hantz GroupMaumee, OH, US
    serp_jobs.job_card.full_time
    Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Entry Level Management

    Entry Level Management

    Interview HuntersToledo, OH, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Appointment Setter - Work From Home - Hiring This Week If you are interested in working with an amazing team, with full training from the ground up, weekly pay, and flexible hours, read belo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Online Survey Taker. Earn up to $25 per survey. - Remote

    Online Survey Taker. Earn up to $25 per survey. - Remote

    Earn HausIda, Michigan, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Remote Sales Representative - Entry Level - Part-Time or Full-Time

    Remote Sales Representative - Entry Level - Part-Time or Full-Time

    The Busick AgencyToledo, OH, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    serp_jobs.filters_job_card.quick_apply
    The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuiti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Life Insurance Sales Agent (Entry Level)

    Life Insurance Sales Agent (Entry Level)

    Primerica - Jennifer VelezToledo, OH, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Applicants must be 18+, live in, and be authorized to work in the US, and pass a background check.A life insurance license is not required to apply, we assist with the licensing process.Looking for...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Advisor - PNC Investments

    Wealth Advisor - PNC Investments

    PNCToledo, OH, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    2026 State and Local Tax (SALT) Entry Level Staff

    2026 State and Local Tax (SALT) Entry Level Staff

    Plante MoranToledo, Ohio, United States
    serp_jobs.job_card.full_time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Summer 2026 Key Investment Services Internship (Certified Financial Planner Track) - Northwest, OH

    Summer 2026 Key Investment Services Internship (Certified Financial Planner Track) - Northwest, OH

    KeyCorpBowling Green, OH, US
    serp_jobs.job_card.full_time
    Summer 2026 Key Investment Services Internship (Certified Financial Planner Track).Program Duration : MAY 26, 2026 AUGUST 14, 2026. Key's Enterprise Internship is a 10.Key Investment Services LLC (K...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Associate - Onsite

    Tax Associate - Onsite

    IntuitERIE, Michigan, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Associate

    Tax Associate

    IntuitBlissfield, MI, United States
    serp_jobs.job_card.full_time
    Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Entry Level Financial Services - Work From Home

    Entry Level Financial Services - Work From Home

    American Income Life Insurance CompanyToledo, OH, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    The Year for Growth, Opportunity and Flexibility Are you ready for a career change in 2021?.At American Income Life, we are searching for ambitious individuals who are ready to build a successful c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Entry-Level Tax Preparer

    Entry-Level Tax Preparer

    Jackson HewittMonroe, MI, US
    serp_jobs.job_card.full_time +1
    Seasonal Entry Level Tax Preparer.If you join our team as a Seasonal Entry Level Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Entry Level Supervisor

    Entry Level Supervisor

    Chuck E. CheeseToledo, OH, US
    serp_jobs.job_card.full_time
    At CEC Entertainment, we build careers around great food, family, and fun! Our purpose and our passion is to create the best place for kids and families to eat and play!. This position is known inte...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    County Meter Reader

    County Meter Reader

    Meter ReaderLuna Pier, MI
    serp_jobs.job_card.full_time
    Responsibilities The primary responsibility of this position is to read meters and record consumption of the water used, cleaning of meter boxes, and removal of vegetation impeding access to meters...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Dental Assistant - Entry level

    Dental Assistant - Entry level

    Aspen DentalBowling Green, OH, US
    serp_jobs.job_card.full_time +1
    At Aspen Dental, we put you first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, generous ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Entry Level Sales Representative

    Entry Level Sales Representative

    American Income LifeToledo, OH, US
    serp_jobs.job_card.full_time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Entry Level Sales Representative

    Entry Level Sales Representative

    AB Marketing LLCToledo, OH, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Most of our agents earn $1,000+ in their very first week.This position emphasizes customer care over sales and you’ll be helping customers save money with home services, most of which are free thro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Accountant - Local

    Tax Accountant - Local

    IntuitERIE, Michigan, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Tax Associate - Onsite (Blissfield)

    Tax Associate - Onsite (Blissfield)

    IntuitBlissfield, Michigan, US
    serp_jobs.job_card.part_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Advisor, Student Financial Services

    Advisor, Student Financial Services

    InsideHigherEdPerrysburg, Ohio, United States
    serp_jobs.job_card.full_time
    Advisor, Student Financial Services.Student Financial Service Advisors are dedicated to assisting students by providing financial enrollment management in regard to payment options, financial aid e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days