Licensed Financial Advisor - Life & Health Insurance

Responsibilities

• Develop and maintain strong relationships with clients, ensuring their financial needs are met with tailored solutions.
• Provide expert advice on life and health insurance products, helping clients make informed decisions for their future.
• Collaborate with team members to design and implement strategies that align with clients' financial goals.
• Conduct regular reviews of clients' financial plans, adjusting strategies as needed to reflect changes in their circumstances.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice and maintain compliance.
• Utilize company-provided tools and resources to enhance client interactions and streamline advisory processes.
• Participate in ongoing training and development opportunities to expand your expertise and advance your career within the company.

Qualifications

• Experience in delivering personalized financial advice and solutions tailored to individual client needs.
• Ability to develop and implement custom financial strategies that align with clients' long-term goals.
• Proven track record of building and nurturing long-term client relationships based on trust and transparency.
• Strong knowledge of financial products, market trends, and regulatory changes to provide up-to-date advice.
• Ability to collaborate with clients to assess their financial situations and identify areas for improvement.
• Experience guiding clients through the process of selecting appropriate life and health insurance products.
• Ability to conduct regular reviews of clients' financial plans to ensure alignment with their objectives and life changes.

About NYL - Boston

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

What We Offer You:

• 401(k)
• Pension
• Full health benefit package
• Life insurance
• Disability insurance

Compensation

$50,000 - $150,000/year