What are the responsibilities and job description for the Financial Advisor position at New York Life Insurance - Huizenga Team?
Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial 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're looking for a carrer with a Fortune 100 company that offers independence, defined advancement opportunities, uncapped income, 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
- Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
- 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
- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
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
