Financial Advisor
New York Life
Orlando, FL US
Posted ago
New York Life

Financial Professional Opportunity for individuals with Military Experience

Take command of your career with New York Life.

You’ve served our country and served it well. Whether overseas or on home soil, the men and women of our military such as yourself deserve to be recognized for what you are: team-oriented, hardworking leaders. New York Life hopes to give you another opportunity to use these attributes in a new field and in a completely different way.

As a New York Life financial professional, you’ll have the ability to run your own practice with the backing of our organization. You will have the ability to work with the veteran community and your own personal network. In working with these markets, you will improve their lives and the lives of their family and friends via appropriate decision-making, ethical integrity, and a strong commitment to your work.

If you are determined to succeed, then New York Life is positioned to provide you with the strength and support to help build your own practice. We offer:

Competitive benefits

oRead in full about all benefits for this role here: https://www.nylbenefits.com/agents

Quality insurance and financial products and services to offer to your clients

Marketing and sales support

Advanced training and ongoing professional development

A management career path for qualified individuals

Responsibilities
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Qualifications
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Compensation
$70,000 - $133,000
About New York Life

About New York Life

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 rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)1. 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. 

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