We are seeking an entry-level financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have at least a high school diploma, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Base $31,500 + Commission from day 1
- Customize financial plans for each client based on potential life changes and changing financial needs
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualities that we look for in our Agents:
- Sales experience preferred
- Enterprising mindset
- Strong communication skills both written and verbal
- Desire to help others
- Strong business acumen
- Perseverance in the face of a challenge
- Ability to engage your community and leverage personal networks/contacts
- Self-starter
- Series 6 or 7 and 63 are required within the first 6 months. Will pay for exams
- Life and health insurance license. Will pay for exams if you don’t have them
- PERFORMANCE CONTRACT, BASE PLUS COMMISSIONS
Devotion to its policy owners has led New York Life to 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
#67 on Fortune 100 in 2021
Most MDRT members in any United States Mutual company 2021
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 10/14/2020.
