Financial Advisor

Our Insurance/Financial Sales Agent role has allowed qualified individuals the opportunity to step into a client’s life to help them achieve their financial goals while building a great career for themselves. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. For the right person, it can be a truly rewarding career. Qualities that we look for in our Agents: • Great people skills • Sales experience preferred • Enterprising mindset • Strong communication skills, both written and verbal • Desire to help others • Strong business acumen • Resiliency and perseverance in the face of challenges • Ability to engage the community and leverage personal networks/contacts New York Life is a Fortune 100 company that puts its clients first. We have confidence in our products, but more importantly, we have confidence in our agents and advisors to thoughtfully recommend and implement which financial vehicle is right for every client they support. Responsibilities: • Prospect and contact potential clients to discuss their financial needs and concerns • Developing a professional relationship with other professionals in the community for networking purposes • Design financial plans to help clients achieve their goals and address their concerns • Present an array of potential solutions using our competitive suite of products and services • Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, and investment products • Create and implement business and marketing plans that will expand the client base • Develop your professional skills and knowledge through the New York Life training curriculum • Achieve company sales goals • Obtain securities licenses, such as the Series 6/63 licenses, to sell investments and other securities products concerning wealth management and advanced planning • Continuing education by obtaining designations Qualifications: • Sales experience preferred • Growth mindset • People and social skills are a must • Strong business acumen • Driven to achieve at a high level • Must possess uncompromising integrity • Persistent and resilient • Ability to engage your community and leverage personal networks and contacts • Excellent communication skills, both written and verbal, to communicate complex skills Compensation: $60,000 - $75,000 at plan per year

• Prospect and contact potential clients to discuss their financial needs and concerns • Developing a professional relationship with other professionals in the community for networking purposes • Design financial plans to help clients achieve their goals and address their concerns • Present an array of potential solutions using our competitive suite of products and services • Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, and investment products • Create and implement business and marketing plans that will expand the client base • Develop your professional skills and knowledge through the New York Life training curriculum • Achieve company sales goals • Obtain securities licenses, such as the Series 6/63 licenses, to sell investments and other securities products concerning wealth management and advanced planning • Continuing education by obtaining designations

Compensation:
$60,000-$75,000 per year