Financial Advisor
New York Life Insurance Company is a Fortune 100 company with a long history of helping generations of Americans protect their families and attain their financial goals. They are seeking a Financial Advisor to drive positive impact in the lives of families, providing them with guidance on financial well-being and helping them navigate complex financial challenges.
Responsibilities
- Drive positive impact in the lives of families every day
- Provide peace of mind to clients while helping them navigate challenges such as preparing for retirement and saving for college
- Grow personally and professionally along with clients
- Equip and train with a multifaceted approach that includes an industry-leading learning platform and personalized coaching
- Utilize digital sales, prospecting, and marketing tools to attract and retain clients
- Specialize and gain expertise in different areas such as wealth management and estate planning strategies
- Join a strong team with peer-to-peer support options like study groups and mentorship
Skills
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
- Applicable FINRA general securities licenses
- Agent state law licenses
- Investment advisory licenses
- Compliance history
- Production standards
- Required training
Benefits
- Medical, dental, vision, life, and disability insurance
- 401(k)
- Pension
Company Overview
Company H1B Sponsorship