Entry Level Financial Advisor
NYL-Jian Guan
Tampa, FL US
Posted ago
NYL-Jian Guan

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.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.

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.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 66 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2020.

Financial Service Professionals offer securities through NYLIFE Securities LLC (member FINRA/SIPC) , a Registered Investment Adviser, Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC) and Investment advisory services through Eagle Strategies LLC , A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

  • Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time
  • Source: Individual Third Party Ratings Reports as 7/30/18
  • MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2020
  • Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/2020. For methodology, please see http://fortune.com/fortune500/

Responsibilities

  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • 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
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs

Qualifications

  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas are required
  • Strong relationship management skills and/or experience required
  • The ability to successfully network to prospect, new potential clients, is a must
  • Bilingual preferred. But not necessary
  • The candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred. But not necessary
  • Enterprising mindset
  • Strong desire to help others


Compensation
$70,000 - $100,000
About NYL-Jian Guan

Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more.


·    A promise to work with you to build a strong financial future for both you and your clients

·    #73 on Fortune 100 in 2020

·    Most MDRT members in any United States Mutual company 2020

·    Highest possible financial strength ratings currently awarded to any life insurer:

Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/20

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