Financial Advisor
Job Description
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.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others?
We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Compensation :
$105,000 at plan commission per year
Responsibilities :
- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
Qualifications :
- Must possess uncompromising integrity and the ability to communicate complex ideas
- Must have the ability to successfully network and prospect for new clients
- Strong relationship management skills and / or experience required
About Company
NYL - North Dakota General Office's financial professionals are passionate about helping clients protect their income, preserve wealth, and create financial legacies.
In fact, many of our most successful financial professionals are former teachers, nurses, and other natural-born nurturers.
We Offer :
- Retirement Plan
- 401(k) Savings Plan
- Health Coverage
- Income Protection
- Training
- License reimbursement
- Hybrid Position
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