Entry Level Financial Advisor
New York Life
Frisco, TX US
Posted ago
New York Life

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our ranks. The ideal candidate will be eager to learn the ropes of the financial service needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Are you looking for a job with tremendous support for your career growth? We’re hiring a dynamic Financial Advisor to lead our team to success. You’ll be responsible for setting the sales strategies and objectives, identifying sales targets, and evaluating the team’s sales performance to help us achieve our sales goals. If you’re a natural leader who loves exciting challenges with financial incentives, we want to hear from you!

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Training, Development, and Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities.

Responsibilities

  • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Embrace the role of a structured yet, coachable team player open to continued education and training from other team members
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications

If you are:

  • Highly motivated
  • Goal-oriented
  • A strong communicator
  • Organized
  • Seeking a rewarding and challenging career

We would like to learn more about you!

Compensation
$55,000 - $85,000 at Plan per year
About New York Life

As a mutual company, devotion to its policy owners has led New York Life for over 175 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

· #69 on Fortune 100

· Most MDRT2 members in any United States Mutual company


Training, Development & Benefits

· In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!

· You can read in full about all benefits1 for our Financial Professional role here: https://www.nylbenefits.com/agents

· We have Fast Track to Management opportunities for qualified professionals once established in the career.

APPLY NOW
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