Job description
$80,000 - $125,000 yearly
Responsibilities:- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- A required Bachelor’s degree in business administration, finance, or similarly related field
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #73 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).
Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
jackharris.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jackharris.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jackharris.com is the ideal place to find your next job.