Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If yes, consider becoming an insurance agent/financial professional to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. Compensation: $70,000 - $110,000 yearly

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