Entry-Level Financial Advisor
New York Life
- New Windsor, NY
- Permanent
- Full-time
- Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
- Strong relationship management skills and/or experience required
- Ability to successfully network to prospect new potential clients is a must
- Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Some of our accolades include:A promise to work with you to build a strong financial future for both you and your clients#73 on Fortune 100 in 2020A leading company with many agents qualifying for MDRT2 year after yearHighest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity