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Financial Advisor

New York Life and NYLIFE SECURITIES LLC

Financial Advisor

New Orleans, LA
Full Time
Paid
  • Responsibilities

    This is an Entry Level position. New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds1. Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you’re out meeting with clients, working in a new market, or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it’s the reason why many people enter and stay in the career. Starting any new position takes a lot of time and commitment. This career is no different. Success for anything worthwhile requires focus and dedication. Many of our Financial Professionals work hard because they understand that some of the benefits of this career are a flexible schedule as well as the ability to choose the clients they work with.  Responsibilities: RESPONSIBILITIES • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products   Qualifications: QUALIFICATIONS • Must have the ability to successfully network and prospect for new clients • Must possess uncompromising integrity and the ability to communicate complex ideas • Must have effective relationship management skills  TRAINING, SUPPORT, AND PROFESSIONAL DEVELOPMENT: 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. Compensation: $65,000

    • Responsibilities • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products