Investment Solutions Advisor
1 week ago
Embark on a Rewarding Career Path
Are you ready to take charge of your professional journey? Join New York Life, a reputable mutual insurance organization in the United States, and leverage our solid financial background and history of MDRT achievers.
We offer a diverse array of financial and protection solutions tailored to meet various client needs, including life and annuity insurance, long-term care insurance, disability insurance, and investment offerings. As a Financial Advisor Representative, you will have the chance to support non-proprietary products through sponsored marketing initiatives, such as group health insurance.
For those with experience in wealth management, a position within our affiliate investment advisory, Eagle Strategies LLC, presents an excellent opportunity. Our dedicated Advanced Planning Group provides case design services for intricate scenarios and additional client assistance.
At New York Life, you have the flexibility to work from any of our numerous offices nationwide or from the comfort of your home. You can choose to promote your services under the New York Life brand or your personal brand. We provide a team of seasoned professionals to support your success through practice development efforts and a high-quality learning platform. Furthermore, we reward driven advisors with incentives and opportunities for professional development trips.
Compensation:
Annual earnings range from $74,021 to $142,039 at plan.
Key Responsibilities:
- Building and maintaining strong relationships with clients to ensure their financial security.
- Customizing financial solutions by utilizing a variety of insurance and investment products from NYLIFE Securities LLC to meet individual client needs.
- Providing specialized services in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning.
- Achieving registration as a Registered Investment Advisor with Eagle Strategies LLC to deliver comprehensive financial strategies.
- Participating in sponsored marketing campaigns and presenting tailored group health insurance options to clients.
- Fostering personal and financial growth alongside clients.
- Making a significant and lasting impact through dedicated work as a Financial Advisor.
- Staying informed on industry trends and pursuing continuing education in Financial Guidance, Wealth Advisory, Retirement Planning, and Estate Planning.
Qualifications:
- A strong entrepreneurial mindset is essential for success in this role.
- Receptiveness to coaching and feedback is a key attribute we seek in candidates.
- Excellent communication skills are crucial for effective client interactions.
- Self-discipline is a vital quality for success in this position.
- Authenticity in your approach is highly valued.
About Us
New York Life Insurance Company/NYLIC Securities is a prominent organization based in New York, NY. Our mission is to make a lasting impact on the financial well-being of individuals, families, and small businesses.
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