Financial Advisor

New York Life - Albuquerque Region

Financial Advisor

Albuquerque, NM
Paid
  • Responsibilities

    A rewarding career path is waiting in Albuquerque! As a Financial Advisor, you'll have the chance to make a meaningful impact by helping clients secure their financial futures while building a successful and flexible career for yourself. Enjoy a customizable schedule, strong earning potential, and clear paths for professional growth. This is a chance to align your career with both purpose and long-term financial success. Responsibilities: • Meet with clients in Albuquerque to review their financial goals, needs, and individual circumstances. • Provide personalized suggestions to clients in Albuquerque regarding suitable life insurance plans and financial products that match their specific needs. • Introduce and advocate for various life insurance policies, such as term, whole, and universal life insurance alternatives, to clients in Albuquerque. • Assist clients in Albuquerque with accurately completing insurance applications and ensuring the submission of all necessary documentation. • Collaborate with insurance companies to streamline the underwriting process and address any concerns that may arise for clients in Albuquerque. • Educate clients in Albuquerque about insurance products, coverage options, and the benefits of different policies. • Offer ongoing assistance to clients in Albuquerque, including policy reviews, updates, and adjustments as their needs change. • Stay updated on industry trends, new products, and regulatory changes to provide clients in Albuquerque with the most relevant advice. • Ensure compliance with legal and regulatory standards at all times, including maintaining the appropriate licensing and certifications in Albuquerque. • Build and maintain strong relationships with clients in Albuquerque to establish trust and foster long-term loyalty. • Achieve sales targets and performance goals established by the insurance company or agency for clients in Albuquerque. Qualifications: • Excellent verbal and written communication skills are essential to effectively explain intricate insurance concepts and policies to clients in Albuquerque, NM. • Proven track record in sales is crucial for successfully selling various insurance products and adeptly handling any objections that may arise. • Demonstrating empathy and active listening skills is vital for genuinely understanding clients' financial circumstances, requirements, and objectives. • Strong analytical abilities are necessary to evaluate clients' financial situations and suggest suitable insurance solutions tailored to their needs. • Meticulous attention to detail is fundamental for accurately completing applications, managing paperwork, and ensuring compliance with industry regulations. • Exceptional organizational skills are needed to efficiently manage multiple clients and tasks while maintaining precise records. • Self-motivation is key to achieving sales targets and meeting personal and professional goals in the financial advisory role. • Upholding high ethical standards is paramount for preserving integrity and professionalism when dealing with clients and handling confidential information. • A customer-focused approach is critical for providing outstanding service and fostering enduring relationships with clients. • Adaptability is essential for adapting to changing market conditions and effectively meeting clients' evolving needs. • Proficiency in financial products, particularly life insurance options and basic financial planning principles, is a requirement. • Possession of relevant state licenses and certifications, or the willingness to obtain them, is necessary for practicing as a financial advisor in Albuquerque, NM. • Comfort with utilizing CRM software, online tools, and other technological resources is important for efficiently managing client information and sales processes. Compensation: $70,000 - $100,000 at plan yearly

    • Meet with clients in Albuquerque to review their financial goals, needs, and individual circumstances. • Provide personalized suggestions to clients in Albuquerque regarding suitable life insurance plans and financial products that match their specific needs. • Introduce and advocate for various life insurance policies, such as term, whole, and universal life insurance alternatives, to clients in Albuquerque. • Assist clients in Albuquerque with accurately completing insurance applications and ensuring the submission of all necessary documentation. • Collaborate with insurance companies to streamline the underwriting process and address any concerns that may arise for clients in Albuquerque. • Educate clients in Albuquerque about insurance products, coverage options, and the benefits of different policies. • Offer ongoing assistance to clients in Albuquerque, including policy reviews, updates, and adjustments as their needs change. • Stay updated on industry trends, new products, and regulatory changes to provide clients in Albuquerque with the most relevant advice. • Ensure compliance with legal and regulatory standards at all times, including maintaining the appropriate licensing and certifications in Albuquerque. • Build and maintain strong relationships with clients in Albuquerque to establish trust and foster long-term loyalty. • Achieve sales targets and performance goals established by the insurance company or agency for clients in Albuquerque.

  • Compensation
    $70,000-$100,000 per year