Financial Advisor

NYL - Charlotte

Financial Advisor

Charlotte, NC
Full Time
Paid
  • Responsibilities

    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. Join the New York Life team as a motivated Financial Advisor 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. We are looking for motivated self-starters who would like to: • Manage their own work schedule and establish an attractive work/life balance. • Build their career with significant income potential. • Grow their business supported by the financial strength and integrity of New York Life. • Make a difference in their community by helping others achieve financial peace of mind. • Customize their career path to match their personal financial goals. • Experience a lifetime of learning and professional development. • Enjoy recognition and rewards for their financial achievements. • Define their career path as a Financial Services agent and have the opportunity for management. Training: • NYLIC University: One of the most comprehensive and well-respected training programs in the industry. • 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. Benefits: • Health/Dental/Life/Disability • 401(k) plan after one year of service, and Pension Plan • Continuing education reimbursement • Reimbursement for industry designations 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. Compensation: $84,000 - $115,000 yearly

    • 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.

  • Compensation
    $84,000-$115,000 per year