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Financial Advisor

Financial Advisor

NYL - CharlotteCharlotte, NC, US
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Job Description

Job Description

Partner With New York Life and Watch Your Career Grow

Are you ready to launch a career —not just another job?

Do you see yourself building a business with unlimited potential, where you can enjoy personal satisfaction, financial rewards, and make a real impact in your community?

If so, it’s time to consider partnering with New York Life Insurance Company as a Financial Advisor .

Your Career Starts with Purpose

Join the New York Life team as a motivated Financial Advisor committed to bettering the lives of others. You’ll help clients pursue financial security and long-term peace of mind using a comprehensive suite of solutions backed by the strength and integrity of a Fortune 100 company.

Why Choose New York Life

As a Financial Advisor, you’ll have the opportunity to :

  • Be your own boss —manage your schedule and create the work / life balance you want.
  • Build your business with the backing of New York Life’s financial strength and trusted reputation.
  • Make a difference by helping families and individuals achieve long-term financial security.
  • Pursue growth through continuous learning and professional development.
  • Customize your career path to align with your personal and financial goals.
  • Earn recognition and rewards for your performance and success.
  • Advance into leadership roles as you develop your career.

Training & Support

You’ll receive comprehensive, industry-leading training through NYLIC University , one of the most respected programs in the financial services field.

We’ll equip you with the skills, tools, and mentorship you need to thrive—whether you’re new to the industry or an experienced professional looking to elevate your career.

Benefits & Rewards

  • Health, Dental, Life, and Disability Insurance
  • 401(k) Plan (after one year) and Pension Plan
  • Continuing Education Reimbursement
  • Support for Professional Designations (CLU®, ChFC®, CFP®, etc.)
  • Performance-based recognition and incentives

    • Compensation :

    $84,000 - $115,000 yearly

    Responsibilities :

  • Conduct educational seminars to provide financial advice tailored to clients' risk tolerance and goals.
  • Use CRM tools to track clients’ financial status, goals, cash flow, and expectations for personalized planning.
  • Develop customized financial plans using company products and services aligned with client needs.
  • Continuously generate prospects through social media and other marketing channels.
  • Build trusted relationships with new clients as their financial advisor.
  • Guide clients on life insurance, mutual funds, savings plans, and related financial products.

    • Qualifications :

  • Life, health, and accident, SIE, 6 or 7, 63, and 65 or 66 licenses required, or the ability to obtain licenses within a designated time frame.
  • Relationship management skills are required.
  • Motivated self-starters are a must.
  • Have a strong business mind and a forward-thinking spirit.
  • Are goal-oriented and resilient.
  • Are passionate about helping others.
  • Value personal development and continuous learning
  • Seek to build a meaningful career with long-term potential.
  • Integrity and strong communication skills.
  • Organized, detail-oriented, and excellent time management skills.
  • Strong sales and leadership skills.
  • NORTH AND SOUTH CAROLINA RESIDENTS ONLY.
  • This is not a remote position.

    • About Company

    New York Life is a Fortune 100 company created in 1845 with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

    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), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.

    1-Source : 3rd Party Ratings Reports as 11 / 17 / 23.

    2- SOURCE : MDRT 7 / 2023.

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    Financial Advisor • Charlotte, NC, US