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Financial Advisor Representative
2 months ago
Overview
Are you ready to take charge of your career in the financial services industry? At New York Life, a reputable mutual insurance organization, you will benefit from our solid financial standing and a history of excellence.
Our Offerings
We provide a diverse array of financial and protection solutions tailored to meet the unique needs of our clients. This includes life insurance, annuities, long-term care insurance, disability coverage, and investment opportunities.
Role Summary
As a Financial Advisor Representative, you will have the chance to promote non-proprietary products through our strategic marketing agreements, which encompass group health insurance options.
For those with a background in wealth management, consider a pathway within our affiliate investment advisory, Eagle Strategies LLC, to enhance your career.
Support and Resources
Our Advanced Planning Group is dedicated to providing case design services for intricate financial situations, ensuring additional support for our clients. You can operate from any of our numerous offices nationwide or remotely, allowing for flexibility in your work environment.
You have the option to market your services under the New York Life brand or establish your personal brand. We equip you with a team of seasoned professionals committed to your success through comprehensive practice development initiatives and a robust learning platform.
Motivated advisors are rewarded with incentives and opportunities for professional growth. Financial Advisor Representatives at New York Life earn commissions, with those contracted to N8 and N9 who meet minimum sales targets averaging an annual income of $115,917.
Company Legacy
With over 175 years of service, New York Life is synonymous with financial security for Americans. As a mutual company, our primary focus is delivering value to our policyholders. We proudly hold an A++ Superior rating from A.M. Best, an AAA Exceptionally Strong rating from Fitch, and an Aaa Exceptional rating from Moody's.
In 2021, we issued nearly $1.2 trillion in individual life insurance coverage, distributed $579 million in lifetime annuity income, and provided $4.5 billion in living benefits to over 5.3 million individuals.
Key Responsibilities
- Building and maintaining strong relationships with clients to ensure their financial well-being.
- Customizing financial solutions by utilizing a range of insurance and investment products from NYLIFE Securities LLC.
- Offering specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning.
- Achieving registration as a Registered Investment Advisor with Eagle Strategies LLC to provide comprehensive financial strategies.
- Participating in sponsored marketing campaigns and presenting tailored group health insurance options.
- Engaging in personal and financial development alongside clients.
- Making a significant and lasting impact through dedicated service as a Financial Advisor.
- Staying informed on industry trends and pursuing continuing education in relevant fields.
Qualifications
- Ability to thrive in competitive environments is essential for success in this role.
- A strong entrepreneurial mindset is crucial for the position.
- Openness to coaching and feedback is a valued trait.
- Excellent communication skills are necessary for effective client interactions.
- Self-discipline is a vital quality for success in this role.
- Authenticity in your approach is highly regarded.
