Entry-Level Financial Advisor

Job Description

Job Description

As a Financial Advisor at New York Life’s Iowa General Office, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a full-time, client-based role where you run your own practice but have the support of a Fortune 100 company and are aligned with a company where hard work is valued and rewarded.

Your core responsibility will be to provide clients with customized solutions through selling life insurance, investments, and long-term care insurance that set them up for the future. You will be making a living with a lot of room for growth while making an impactful difference in someone’s life.

This is a sales role that includes a salary plus commission, quarterly and yearly bonuses, as well as full benefits for yourself and your family members.

In this role, you will participate in a comprehensive three-year training program that includes marketing support, prospecting guidance, and technical assistance. Our programs give you the opportunity to collaborate with highly successful, established agents and managers who will help you build and grow a clientele. As a Fortune 100 company, New York Life provides the resources and ongoing support you need to succeed.

$50,000 - $70,000 yearly

• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Networking and building your personal book of business through establishing professional networks and prospecting for new clients
• Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
• Leverage marketing and social media tools to identify 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

• Experience in customer service or sales, showcasing your ability to build and maintain strong client relationships
• Ability to communicate complex financial concepts in a clear, concise manner to clients from diverse backgrounds
• Proven track record of setting and achieving personal or professional goals, demonstrating your drive and determination
• Strong analytical skills to conduct thorough financial assessments and develop personalized plans for clients
• Ability to work collaboratively within a team, sharing insights and strategies to enhance client success
• Eagerness to learn and stay informed about industry trends and regulatory changes, ensuring up-to-date advice for clients
• Proficiency in using digital tools and resources to enhance your advisory skills and client interactions

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)¹.

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.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see