Entry Level Financial Advisor

Benefits 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Donation matching Employee discounts Flexible schedule Free food & snacks Health insurance Opportunity for advancement Training & development Tuition assistance Vision insurance Wellness resources 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). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. 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). 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. Agents and dependents are immediately eligible for medical, dental, vision, long‑term disability, and group‑term life insurance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. Responsibilities Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional. Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances. Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. Qualifications Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required. Ability to successfully network to prospect new potential clients is a must. Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required. Relationship management skills are required. #J-18808-Ljbffr New York Life Insurance - Hudson Valley