Financial Advisor

About the role

New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Responsibilities

• Offer investment advisory services through Eagle Strategies LLC
• Work with highly successful, established agents and managers to develop a clientele
• Provide financial planning and advice to clients
• Manage client relationships and ensure satisfaction
• Develop and maintain a network of clients
• Adhere to and promote New York Life's values and standards

Requirements

• Strong communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Passion for helping others achieve their financial goals
• High school diploma or equivalent
• Experience in financial services or related field preferred

Qualifications

• Valid driver's license required
• Ability to travel up to 50% of the time

Skills

• Excellent customer service skills
• Strong organizational and time management skills
• Proficiency in Microsoft Office Suite

Benefits

• Medical, dental, vision, long-term disability, and group term life insurance
• Comprehensive three-year training program
• Marketing support
• Possibility of working with highly successful, established agents and managers

Pay

$60,000 - $200,000

Schedule

Variety of schedules available

Source

Source: Individual Third Party Ratings Reports as 7/30/18. MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/