Financial Security Consultant

1 week ago


Phoenix, Arizona, United States New York Life - Lance Gillman Full time
Company Overview
New York Life, a mutual company with no investors or outside owners, is uniquely aligned with our clients' interests and priorities. With over 176 years of industry success, we have earned numerous accolades, including #73 on Fortune 100 in 2020, highest possible financial strength ratings, and recognition as a leading company with many agents qualifying for MDRT.

Salary
The estimated salary for this position is $77,000+ at plan earnings, reflecting the company's commitment to supporting its employees' financial growth. As a Financial Sales Advisor, you'll have the opportunity to see how your work impacts individuals, families, and small businesses positively.

Job Description
We're seeking a motivated financial service professional to join our team. Your primary responsibilities will include:
  • Leveraging marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
  • Using a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
  • Assessing each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
  • Helping clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Employing a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
  • Making an impact in your community


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