Job Description

Please note that this is a sales position! Our firm is rapidly expanding, and we’re seeking financial advisors to join our team. The ideal candidate is eager to learn the fundamentals of financial services, effectively manage wealth, and help clients achieve their financial goals. As a financial advisor with New York Life, you'll have the flexibility to build your business on your own terms, backed by the strength and support of a Fortune 100 company. We are dedicated to your success, offering comprehensive training, continuous learning opportunities, and a team of professionals to help grow your business, including: • Comprehensive training • Supportive leadership • Robust sales and marketing assistance • Licensing sponsorship Join us and take the next step in building a rewarding career in financial services! Key qualities include strong communication, solid math and analytical skills, and sound decision-making abilities. If this sounds like you, we encourage you to apply today! Responsibilities: Please note that this is a sales position! • Proactively connect with prospective clients to build strong relationships and serve as their trusted financial advisor. • Collect and analyze client financial information to evaluate their current financial status, goals, cash flow, and expectations. • Design customized financial plans tailored to clients’ life milestones and evolving financial needs. • Offer strategic financial guidance and solutions that align with clients' risk tolerance and long-term objectives. • Support clients in executing financial strategies, including savings plans, life insurance, mutual funds, and other relevant financial products. Qualifications: Please note that this is a sales position!• Strong interpersonal skills, effective communication, and a dedication to exceptional customer service are key to success in this role. • Seeking a candidate with a creative and entrepreneurial mindset. • Preferably has knowledge of the financial industry, financial products, and industry best practices. • A background in sales or finance is advantageous but not required. • Collaborative mindset, working effectively with New York Life professionals, including financial advisors, underwriters, and support teams, to deliver comprehensive client solutions. • A bachelor’s degree in business, finance, marketing, or a related discipline is preferred but not mandatory. Benefits: • 401(k) • Dental insurance • Flexible schedule • Health insurance • Licensing sponsors • Vision insurance Compensation Package: • Bonus opportunities • Commission pay About Company: Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. and will proudly celebrate its 180th anniversary in 2025. As a Fortune 100 company, we are known for our financial strength, stability, and commitment to policyholders. Our wide range of services includes life insurance, annuities, retirement planning, and investment solutions, helping individuals, families, and businesses reach their financial goals. Dedicated to ethical practices and exceptional customer service, New York Life promotes professional growth and a collaborative work environment, continuing a legacy of reliability and excellence.

Job Tags

Flexible hours,

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