Licensed Financial Advisor

Responsibilities

• Life and Health Insurance License
• Guide clients in developing personalized financial strategies that align with their goals and aspirations.
• Utilize our comprehensive product lines to offer tailored solutions for individuals, families, and businesses.
• Build and maintain strong, trusting relationships with clients through regular communication and follow-ups.
• Stay informed about industry trends and changes to provide clients with the most current advice and options.
• Collaborate with team members to share insights and strategies, enhancing overall client satisfaction.
• Engage with the community to expand your network and identify potential new clients.
• Conduct thorough financial assessments to understand clients' needs and recommend appropriate products and services accordingly.

Qualifications

• Life and Health Insurance License
• Sales experience preferred
• Growth mindset
• People and social skills are a must
• Strong business acumen
• Driven to achieve at a high level
• Must possess uncompromising integrity
• Persistent and resilient
• Ability to engage your community and leverage personal networks and contacts
• Excellent communication skills, both written and verbal, to communicate complex skills

About New York Life - Greater Los Angeles

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.