Financial Services Professional

4 weeks ago

Prescott, Arizona, United States New York Life Full time

New York Life is seeking a motivated and driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will play a critical role in helping clients achieve their financial goals and provide peace of mind through our insurance, annuity, and investment solutions.

Our mission is to provide financial security and stability to our clients, and we are looking for someone who shares our values of integrity, humanity, and a commitment to doing the right thing. As a Financial Advisor, you will work closely with our clients to understand their financial needs and develop tailored financial plans that meet their goals and objectives.

We offer a comprehensive training program, marketing support, and ongoing professional development to ensure our Financial Advisors have the skills and knowledge they need to succeed. Our team is dedicated to providing exceptional service to our clients, and we are looking for someone who is passionate about making a positive impact on people's lives.

As a Financial Advisor, you will have the opportunity to work with a wide range of clients, from individuals to small businesses, and help them navigate complex financial decisions. You will also have access to a comprehensive array of financial products and services, including life insurance, annuities, and investment solutions.

We are committed to providing our Financial Advisors with the resources and support they need to succeed, including a comprehensive CRM system, marketing and social media tools, and ongoing training and development. If you are a motivated and driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

Responsibilities:

  • Develop and implement tailored financial plans for clients
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
  • Collect and organize client financial information using a CRM system
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements
  • Monitor insurance claims to ensure mutual satisfaction
  • Employ 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
  • Leverage marketing and social media tools to identify, pursue, and secure new clients

Qualifications:

  • Competitive
  • Enterprising
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
  • Effective relationship management skills
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas

About New York Life:

New York Life is among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). We have been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.

We offer a comprehensive benefits package, including medical, dental, vision, long-term disability, and group-term life insurance. We are an Equal Opportunity Employer and welcome applications from diverse candidates.

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