Financial Advisor
New York Life
Louisville, KY US
Posted ago
New York Life

The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company.

As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance, investment, and financial product lines.

You'll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. 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!

Responsibilities
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications

  • 4-year College Degree is not required, but is a plus
  • Candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Enterprising mindset
  • Strong desire to help others

It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment

Compensation
$50,000 - $75,000 yearly
About New York Life

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. New York Life has been around for over 175 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the 2019 Fortune 500 list. We are the Largest Mutual Insurer in the U.S.


New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+)


New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity


New York Life 51 Madison Ave, New York, NY 10010

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