Financial Career Specialist

5 days ago


Charlotte, North Carolina, United States New York Life-Charlotte Full time
About the Role

New York Life-Charlotte seeks a motivated individual to join our team as a Financial Advisor. This is an exciting opportunity to launch a career and build a business with significant income potential.

As a Financial Advisor, you will be responsible for providing financial advice and strategies to clients through educational meetings or seminars. You will also use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.

The ideal candidate will have strong relationship management skills, entrepreneurial spirit, uncompromising integrity, and the ability to effectively communicate complex programs and ideas. They will also have a license to sell life insurance and be able to obtain licenses within a designated time frame.

Compensation:

$84,000 - $115,000 per year

Responsibilities:

  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
  • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs.
  • Identify, seek out, and generate prospects continuously using social media or other marketing tools.
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.


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