Financial Advisor

NYL - Charlotte

Financial Advisor

Charlotte, NC
Full Time
Paid
  • Responsibilities

    Partner With Us And See Your Career Grow With New York Life! Are you ready to launch a career and not settle for just another job? Do you see yourself running a business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner. 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. 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