Registered Representative
New York Life
Orlando, FL US
Posted ago
New York Life

We are seeking an experienced Registered Representative to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have experience in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Please apply today and get in touch! Candidates must also possess a Series 6, or 7 FINRA issued license.

  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Synthesize and present financial recommendations 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
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential

  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) or FINRA Series 6, or 7 is required

$95,000 - $125,000 yearly
About New York Life

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With 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

• #73 on Fortune 100 in 2020

• A leading company with many agents qualifying for MDRT2 year after year

• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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