Entry-Level Financial Advisor

Job Description

Job Description

Join our team as an Entry-Level Financial Advisor and kickstart your career with one of the most respected financial companies in the world. At New York Life, we offer the training and tools you need to excel and grow a client base. You'll build meaningful relationships with clients, providing them with tailored financial solutions that protect their future. Your role will involve developing strategies for promoting a variety of insurance products, making necessary adjustments to existing plans, and gathering essential client information to craft personalized risk profiles. We believe in empowering you with the knowledge and support necessary to reach your full earning potential. If you're ready to make a difference and grow with us, we'd love to hear from you.

$75,000 - $150,000 at plan earnings

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Develop and deliver risk management strategies for each customer based on their risk profile
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base

• Job seekers must have an insurance license
• Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• Proficiency with accounting or sales-related software is helpful
• Candidates should have basic computer skills and be able to use Microsoft Office programs

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