Financial Advisor

2 weeks ago


Orlando, Florida, United States New York Life - Orlando Full time
Unlock Your Potential as a Financial Representative

Are you ready to embark on a rewarding career in financial advising? New York Life - Orlando offers a unique opportunity to combine entrepreneurial freedom with the stability of a reputable organization. With a strong focus on customer service and innovative solutions, we're seeking a talented Financial Representative to join our dedicated team of professionals.

Paid Licenses:

  • Series 6/7
  • Series 63/65/66
  • CFP through the American College
  • Various other designations like the CLU, and more

Comprehensive Benefits:

  • 401k
  • Health insurance
  • Vision coverage
  • Pension plan
  • And more
Compensation:

$75,000 - $113,000 at plan yearly

Responsibilities:
  • Deliver exceptional customer service to existing clients, tracking and monitoring communications in the client file
  • Help clients implement financial recommendations, such as savings plans, life insurance, and mutual funds
  • Establish strong relationships with new clients as trusted advisors, identifying and approaching prospects
  • Develop and provide financial advice and strategies tailored to client risk tolerance and financial objectives
  • Customize financial plans for each client based on potential life changes and changing financial needs
Qualifications:
  • 4-year College Degree preferred but not required
  • Strong interpersonal skills, customer service focused, willing to go the extra mile
  • Articulate communicator both verbally and in writing
  • Prior sales and/or business experience preferred
  • High enterprising focus, confident self-starter, innate problem solver, committed lifetime learner
  • Fully capable of working individually, highly adaptable to a team environment
About New York Life - Orlando

About our company

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA)1. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.



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