Financial Advisor

Job Description

Job Description

Step into a career where your ambitions are matched by opportunity. As a Financial Advisor at New York Life Insurance, you'll be part of a company with a proud 175-year history of empowering individuals and families to secure their financial futures. In your role, you'll leverage our Fortune 100 reputation, financial strength, and diverse product offerings to build lasting relationships with clients. We believe in your potential to grow your business on your terms, with the support of our esteemed brand and a collaborative network.

You'll enjoy a compensation structure that rewards your hard work, with the power to determine your income through commission-based earnings. In 2024, our financial professionals earned an average of $120,555, reflecting our commitment to your success. Alongside competitive earnings, eligible agents receive comprehensive benefits, including medical, dental, and long-term disability coverage. Join us at New York Life and redefine your career with purpose, ownership, and the enduring strength of a company built to last. Compensation:

$133,000

Responsibilities:

• Cultivate and maintain strong relationships with clients, ensuring their financial needs are met with personalized solutions.
• Analyze clients' financial status, develop comprehensive plans, and provide strategic advice to help them achieve their financial goals.
• Stay informed about the latest financial products and market trends to offer clients the best possible advice.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with changing life circumstances and market conditions.
• Collaborate with team members and leverage New York Life's resources to deliver exceptional client service.
• Educate clients on the benefits of insurance and investment products, empowering them to make informed decisions.
• Proactively identify new business opportunities and expand your client base through networking and referrals in the San Jose-Sunnyvale-Santa Clara area.

Qualifications:

• Experience in financial planning or advisory roles, with a focus on client relationship management.
• Ability to analyze complex financial data and develop strategic plans tailored to individual client needs.
• Proven track record of achieving sales targets and expanding client portfolios through networking and referrals.
• Strong knowledge of insurance and investment products, with a commitment to staying updated on market trends.
• Excellent communication skills to educate and empower clients in making informed financial decisions.
• Ability to work collaboratively within a team and leverage resources to enhance client service.
• Proficiency in using financial planning software and tools to create comprehensive client reports and plans.

About Company

About New York Life

New York Life is a Fortune 100 company[5] 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[6]. We are focused on the long-term success for our clients.

Awards

• 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized.
• Training Magazine 2021: Top Companies for Learning and Development

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

SMRU#1943477 Exp 09/31/2022