Entry-Level Financial Advisor

Job Description

Job 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. Compensation:

$50,000 - $70,000 yearly

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

About 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)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