Entry-Level Financial Advisor
New York Life Iowa office
Description Join us as an Entry-Level Financial Advisor at New York Life, where you'll have the unique opportunity to empower clients with strategies that secure their financial futures, all while advancing your own career. You'll manage your own practice, backed by the esteemed support of our Fortune 100 company, ensuring hard work is both valued and rewarded. Your primary mission will be to deliver tailored financial solutions, including life insurance, investments, and long-term care insurance, providing peace of mind and security for every client you serve. This role offers a dynamic blend of salary and commission, alongside quarterly and annual bonuses, ensuring your dedication is recognized. You'll benefit from a comprehensive three-year training program, complete with marketing support and technical assistance, setting you up for success. Collaborate with seasoned agents and managers, leveraging their expertise to build a robust clientele. With full benefits for you and your family, and a culture that champions diversity and inclusion, New York Life is committed to your growth and success. Let's build a brighter future together-apply today and take the next step in your career journey. Responsibilities • 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 Qualifications • 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
• 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 Qualifications • 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
Vacancy posted 1 day ago
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