Financial Advisor

5 days ago

Orlando, FL, United States New York Life Full time

Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area? New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the support and guidance needed to reach their financial goals while also carving out a successful path for yourself. Our Advisors are equipped to recommend the best-suited products tailored to each client's specific needs from our wide array of financial solutions. We trust in both our products and, more significantly, in our Advisors to make sound decisions for the individuals they serve. Client satisfaction is paramount at New York Life, and we offer a comprehensive training and development program that can be adjusted to accommodate your schedule. When you come on board with us, you're becoming a part of one of the leading companies in our field. Full Benefits offered, including Health, 401(k), and Pension Responsibilities: • Provide exceptional customer service by onboarding new clients and ensuring retention through various tasks like scheduling appointments and addressing inquiries related to billing, coverage, eligibility, and insurance policies • Manage and process insurance claims for current policyholders while keeping track of the status of existing claims • Maintain accurate databases, records, and bookkeeping to ensure all documentation is current and up to date • Conduct consultations to assess new clients' financial needs, risk assessments, prior coverage, and financial backgrounds to enhance their overall client experience Qualifications: Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area? The qualities that we look for in our Advisors here at New York Life: • Sales experience preferred – an enterprising mindset • Life, Health, Variable Annuity License 2-15 • Series 6 or 7 Preferred • Strong communication skills • Desire to help others • Strong business acumen • Perseverance in the face of a challenge • Ability to engage your community and leverage personal networks/contacts Compensation: $75,000 - $113,000

• Provide exceptional customer service by onboarding new clients and ensuring retention through various tasks like scheduling appointments and addressing inquiries related to billing, coverage, eligibility, and insurance policies • Manage and process insurance claims for current policyholders while keeping track of the status of existing claims • Maintain accurate databases, records, and bookkeeping to ensure all documentation is current and up to date • Conduct consultations to assess new clients' financial needs, risk assessments, prior coverage, and financial backgrounds to enhance their overall client experience • Participate in a flexible training and development program to support your schedule, making a significant difference in this role

Compensation:
$75,000-$113,000 per year

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