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Experienced Financial Advisor

3 months ago

Kennedy Space Center, United States New York Life Full time
Description

New York Life is looking for talented Advisors.

Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our Agents are well-equipped to suggest the product best suited for each client's specific needs, through our multitude of financial options. We trust in our products and, most importantly, in our Advisors to make the right choices for the people they assist.

At New York Life, our clients come first, and we have constructed a comprehensive education and training program that can be tailored to your lifestyle. Plus, when you join us, you'll be part of one of the top companies in our field.

Responsibilities

•Provide exceptional customer service by onboarding new clients and ensuring retention through various tasks like scheduling appointments and addressing inquiries related to billing, coverage, eligibility, and insurance policies
•Manage and process insurance claims for current policyholders while keeping track of the status of existing claims
•Maintain accurate databases, records, and bookkeeping to ensure all documentation is current and up to date
•Conduct consultations to assess new clients' financial needs, risk assessments, prior coverage, and financial backgrounds to enhance their overall client experience
•Participate in a flexible training and development program to support your schedule, making a significant difference in this role

Qualifications

The Qualities that we look for in Our Advisors here at New York Life:
•Sales experience preferred - an enterprising mindset
•Life, Health, Variable Annuity License 2-15
•Series 6 or 7 Preferred
•Strong communication skills
•Desire to help others
•Strong business acumen
•Perseverance in the face of a challenge
•Ability to engage your community and leverage personal networks/contacts