Financial Services Sales Professional

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals.

We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills.

If this sounds like a fit for your expertise, start your application today! Compensation :

$70,000 - $110,000 yearly

Responsibilities :

• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Customize financial plans for each client based on potential life changes and changing financial needs
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications :

• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Requires a Bachelor’s degree in finance, business administration, or related field

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic

If yes, consider becoming an insurance agent / financial professional to drive a positive impact in the lives of families every day.

At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

About Company

About New York Life...

As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street.

Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity