Financial Advisor
New York Life and NYLIFE SECURITIES LLC
New Orleans, LA US
Posted ago
New York Life and NYLIFE SECURITIES LLC

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 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.


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
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

 

Qualifications

Desired Skills and Experience

  • 4-year College Degree
  • The candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Entrepreneurial 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


Training, Development Benefits

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. The multifaceted system includes:

In conjunction with in-office training, 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.



As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities.We had 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


#71 on Fortune 100 in 2019


Most MDRT2 members in any United States Mutual company 2019


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 7/30/18

Compensation
$75,000
About New York Life and NYLIFE SECURITIES LLC

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. 


New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity


SMRU 1827565 Exp 7/1/2020

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