What are the responsibilities and job description for the Financial Advisor position at NYL - Charlotte?

Job Description

Join New York Life in Charlotte, NC, and Empower Your Career! Are you ready to pursue a rewarding career instead of settling for just a job? Picture yourself leading a business, tackling challenges, enjoying financial benefits, and finding personal fulfillment. If this speaks to you, consider a career with New York Life Insurance Company as your ally.

We are looking for motivated individuals who aim to :

Manage their work schedule for a balanced work-life harmony.
Develop a career with significant income potential.
Grow their business with the support of New York Life's financial stability and reliability.
Make a positive impact on their community by helping others achieve financial peace of mind.
Customize their career path to match their financial goals.
Engage in continuous learning and professional growth.
Earn recognition and rewards for their financial achievements.
Navigate their career as a Financial Services agent with opportunities for leadership roles.

Training, Support, and Professional Development : New York Life provides an extensive three-year training program, marketing assistance, and access to prospecting and technical support. Our programs allow you to collaborate with experienced, successful agents and managers who will assist you in expanding your client base. Expect the resources and ongoing support that come with being associated with a Fortune 100 company.

Compensation :

84,000 - $115,000 yearly

Responsibilities :

Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.

Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.

Create customized financial plans using the products and services we offer based on clients' potential life and financial needs.

Identify, seek out, and generate prospects continuously using social media or other marketing tools.

Create strong relationships with new clients as their trusted advisors.

Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.

Qualifications :

Life, health and accident, SIE, 6 or 7, 63, and 65 or 66 licenses required or the ability to obtain licenses within a designated time frame.

Relationship management skills are required.

Entrepreneurial Spirit.

Uncompromising integrity and the ability to effectively communicate complex programs and ideas.

Ability to successfully network or use social media to prospect for new clients is a must.

Organized, detail-oriented, and excellent time management skills.

Strong sales, leadership, and communication skills.

About Company

New York Life is a Fortune 100 company created in 1845 with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies : A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.

1-Source : 3rd Party Ratings Reports as 11 / 17 / 23.

2- SOURCE : MDRT 7 / 2023.

Salary : $84,000 - $115,000

Apply for this job

Receive alerts for other Financial Advisor job openings

Financial Advisor

What are the responsibilities and job description for the Financial Advisor position at NYL - Charlotte?

What is the career path for a Financial Advisor?

Job openings at NYL - Charlotte

Not the job you're looking for? Here are some other Financial Advisor jobs in the Charlotte, NC area that may be a better fit.

We don't have any other Financial Advisor jobs in the Charlotte, NC area right now.

AI Assistant is available now!