Financial Advisor

Company: New York Life
Location: San Jose
Posted on: September 2, 2024

Job Description:

We are looking for a motivated, enthusiastic individual to join our team as an Entry Level Financial Advisor. This position is located in DFW and is ideal for someone who has knowledge of the financial industry and is eager to learn more. The successful candidate will provide advice and guidance to customers regarding investments, retirement plans, taxes, insurance, and other financial products. They will also help customers assess their financial needs, devise an appropriate strategy, and recommend relevant financial solutions. A great attitude and strong communication skills are essential for this role. The right candidate will demonstrate an understanding of the financial services industry and possess a strong desire to learn more. We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2022. For over 77 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.Responsibilities

• Increase your client base by creating and implementing strategic business and marketing plans
• Acquire discretionary licenses to sell investments and other securities products centered on advanced planning and wealth management
• Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
• Improve your professional skills and knowledge through the New York Life training curriculum
• Offer high quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs
• The ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter
• Cultivate relationships and help every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Provide compassion and guidance to clients when unfortunate life circumstances arise
• Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over timeRequirements
  • High school diploma or GED
  • 1-2 years
  • Licensed Life Insurance Agent
  • Series 6
  • SIE (Securities Industry Essentials)Salary: $75,000.00-$95,000.00 per year Associated topics: guest, health, insurance agent, life insurance sales, phone, sales agent, sales associate, sales position, sales representative, sell

Keywords: New York Life, San Jose , Financial Advisor, Accounting, Auditing , San Jose, California