Experienced Wealth Advisor

Description

Experienced life agents and registered representatives are encouraged to apply!

We're seeking a dedicated and experienced wealth advisor to join New York Life and elevate your career. Here, you'll be part of a team of accomplished professionals committed to mentoring you and helping you reach your fullest potential. Our supportive environment ensures you not only grow your book of business but also develop as a trusted advisor in the financial services industry. With access to a dedicated mentor, sales development manager, and product consultants, you'll refine client strategies and offer the most relevant solutions. Plus, New York Life's renowned NYLIC University will provide you with a tailored learning experience at every stage of your career.

If you're ready to specialize, we offer a clear path to becoming a subject matter expert through our partnership with The American College of Financial Services. You can deepen your expertise in areas like financial guidance, retirement planning, or wealth advisory. Our comprehensive benefits package includes health, dental, life, and disability insurance, a 401(k) plan, and reimbursement for select industry designations. With performance-based compensation, your hard work will be directly rewarded, offering significant income potential. Join us at New York Life, a company with a proud 175+ year history, and be the trusted partner clients deserve while realizing your professional aspirations.

Responsibilities

• Cultivate and maintain strong relationships with clients, ensuring their financial goals are understood and met.
• Develop personalized financial strategies that align with clients' needs, leveraging New York Life's comprehensive resources.
• Collaborate with a dedicated mentor and sales development manager to enhance your advisory skills and client service.
• Stay informed about industry trends and regulatory changes to provide clients with the most current advice.
• Utilize New York Life's NYLIC University to continuously expand your knowledge and expertise in financial services.
• Engage in community outreach to build your network and establish yourself as a trusted advisor in the Boston-Quincy area.
• Work closely with product consultants to tailor solutions that best fit clients' evolving financial situations and objectives.

Qualifications

• Experience in financial advisory or insurance sales, with a proven track record of meeting client needs.
• Ability to develop and implement personalized financial strategies that align with clients' goals.
• Proven track record of building and maintaining strong client relationships.
• Ability to stay informed about industry trends and regulatory changes to provide current advice.
• Experience collaborating with mentors and sales managers to enhance advisory skills.
• Strong communication skills to effectively engage in community outreach and network building.
• Ability to work closely with product consultants to tailor solutions for clients' evolving financial situations.