Financial Advisor
New York Life
Birmingham, AL US
Posted ago
New York Life

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.

Join the New York Life team as a motivated financial advisor committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

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.

Responsibilities
  • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
  • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
  • 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
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Qualifications
  • Required to effectively network to identify potential new clients
  • Must have effective relationship management skills
  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
Compensation
$75,000 - $105,000 of Plan per year
About New York Life

Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity, and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty.


New York Life Birmingham

2311 Highland Avenue South, Suite 100

Birmingham, AL, 35205

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