Financial Advisor - Newyorklife

Job description

Please note, this is a sales position!

Exciting opportunity to start a fulfilling career as a Financial Advisor at New York Life in Houston, Texas. - Customize your professional path with extensive training in marketing, client interaction, and communication skills. - Benefit from a dedicated sales team and numerous avenues for growth to assist clients in reaching their financial objectives. - Receive full backing from New York Life as you progress in your career journey.

$72,000 - $110,000 yearly

Please note, this is a sales position!

Responsibilities for Financial Advisors at New York Life often include:

• Work closely with clients to assess their long-term financial goals, retirement plans, and risk tolerance, crafting tailored financial strategies.
• Leverage an in-depth understanding of complex insurance products, retirement accounts, and investment options to guide clients in sophisticated financial decision-making.
• Recommend suitable products and solutions from New York Life’s advanced portfolio, including life insurance, annuities, and investment options, explaining each in detail.
• Develop strategic approaches for client acquisition, nurture high-quality leads, and establish relationships through networking and community engagement.
• Guide clients through the policy application process, ensuring all paperwork is accurately completed and aligned with industry regulations.
• Provide ongoing support to clients by conducting regular reviews and adjusting strategies as needed, aligning with clients’ evolving financial needs.
• Partner with New York Life specialists, underwriters, and financial advisors to deliver holistic financial solutions.
• Uphold high ethical standards and ensure compliance with all legal, regulatory, and company guidelines to maintain trust and professionalism.
• Stay updated on industry trends, regulatory changes, and new financial products to offer the most effective solutions to clients.

These responsibilities enable Advanced Financial Agents to provide a high level of expertise and service, helping clients navigate complex financial landscapes to achieve their goals.

Please note, this is a sales position!

Qualifications for Financial Advisors at New York Life typically include:

• Proven experience in the financial services industry, particularly in areas such as life insurance, retirement planning, wealth management, and investment products.
• A valid state Life & Health insurance license is required. Additional certifications such as Series SIE, Series 6, or Series 7 licenses (for securities) may be preferred.
• In-depth understanding of complex financial products, including life insurance, annuities, investments, and retirement planning solutions.
• Ability to assess clients' financial situations and risk tolerance, and recommend customized solutions to meet their long-term goals.
• Proven track record of building and maintaining strong, long-term relationships with high-net-worth individuals, business owners, and families.
• Strong sales skills with a demonstrated ability to prospect, acquire, and retain clients through networking, referrals, and lead generation.
• Excellent verbal and written communication skills, with the ability to explain complex financial concepts in an accessible manner to clients.
• Commitment to maintaining high ethical standards and adherence to all regulatory requirements within the financial services industry.
• A self-starter with a strong drive to meet personal and professional goals, and the ability to work independently in a results-oriented environment.
• Ability to work collaboratively with other New York Life professionals, such as financial advisors, underwriters, and support teams, to provide comprehensive financial solutions.
• A dedication to continuous learning, staying current on financial trends, industry changes, and New York Life’s products and services.

These qualifications ensure Advanced Financial Agents can effectively provide complex financial solutions, offer expert guidance to clients, and succeed in a competitive and dynamic financial services environment.

Established in 1845, New York Life is one of the largest mutual life insurers in the United States, renowned for its dedication to financial security and policyholder value. Owned by its policyholders, New York Life focuses on long-term stability, ethical standards, and exceptional customer service. Offering a wide range of products—such as life insurance, annuities, retirement planning, and investment options—New York Life supports the financial goals of individuals, families, and businesses.

The company also emphasizes creating fulfilling career paths, encouraging professional development, and nurturing a collaborative culture. With almost 200 years of expertise, New York Life is celebrated for its financial strength, reliability, and steadfast commitment to its clients.