Experienced Financial Service Representative

New York Life - John Judkins

Experienced Financial Service Representative

Boston, MA
Full Time
Paid
  • Responsibilities

    We are looking for an experienced life agent, wealth advisor, or registered representative to join our team. If you are ready to take your practice to the next level of success, our successful professionals are committed to mentoring you. In addition to having access to a mentor, a sales development manager, and product consultants, you'll have access to NYLIC University, New York Life's well-known training program. New York Life's blended-learning curriculum is designed to meet your professional development needs throughout the various stages of your career. Ready to specialize? When you join New York Life, you'll have a clear path to specialization. Thanks to New York Life's exclusive partnership with the American College of Financial Services, you will be able to deepen your expertise in one of the practice model tracks: • Financial Guidance • Retirement Planning • Wealth Advisory • Business Solutions • Estate Planning Who are we looking for? • Life/Health Licensed Agents • Registered Representatives • Investment Advisor Representatives What New York Life Offers. New York Life will value and reward your hard work. You'll have significant income potential because our performance-based compensation is directly aligned with sales performance. And New York Life's comprehensive benefit package for eligible full-time agents includes: • Health/Dental/Life/Disability • A 401(k) plan • A defined benefit pension plan (subject to eligibility and vesting requirements • Reimbursement for certain company-approved industry designations About New York Life... New York Life is a Fortune 100 company 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 Wall Street or outside investors. We are focused on the long-term success of our clients. Responsibilities: • Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies. • Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed. • Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning. • Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning. • Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism. Qualifications: • 3+ years of experience in financial planning or a related field. • Life and Health Insurance License. • Strong background in financial analysis and risk management. • Excellent interpersonal and communication skills. • SIE, Series 6 or 7, and Series 63 preferred. • Must be authorized to work in the United States Compensation: $90,000 - $120,000 yearly

    • Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies. • Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed. • Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning. • Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning. • Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism.

  • Compensation
    $90,000-$120,000 per year