What are the responsibilities and job description for the Entry-Level Financial Advisor position at New York Life Insurance - Huizenga Team?
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose : to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development : New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
If you are interested in a career with independence, uncapped income, defined advancement opportunities, paid education, and real impact, apply today.
Compensation :
80,000 - $100,000 at plan
Responsibilities :
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
- Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and / or seminars centered on client risk tolerance and financial goals
Qualifications :
About Company
New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.
Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.
Salary : $80,000 - $100,000
