Financial Planner Trainee
New York Life - San Antonio Area
San Antonio, TX US
Posted ago
New York Life - San Antonio Area

Career Description: New York Life financial planners help clients identify and achieve their financial goals. New York Life is dedicated to prudent financial management, high-quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of investment products and services to help investors develop a sound, long-term investment strategy. Through NYLIFE Securities registered representatives can provide a variety of competitive products and services, including access to over 12,000 mutual funds, publicly-traded stocks, bonds, brokerage CDs, and money market instruments.

Training and Professional Development: New York Life offers a comprehensive three-year paid training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support of a Fortune 100 company, with the freedom and autonomy of running your own practice.

Responsibilities

  • Prospect and contact potential clients to discuss their financial needs and concerns
  • Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
  • Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs
  • Create and implement business and marketing plans that will expand your client base
  • Develop your professional skills and knowledge through the New York Life training curriculum
  • Obtain optional licenses to sell investments and other securities products concerning wealth management and advanced planning

Qualifications

  • Sales experience preferred with a growth mindset
  • Strong business acumen
  • Must possess uncompromising integrity
  • Ability to engage your community and leverage personal networks and contacts
  • Excellent communication skills both written and verbal to communicate complex skills

Compensation
$75,000 at Plan
About New York Life - San Antonio Area

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.


Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

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