Financial Advisor Successor

Must live in Burlington, Iowa or surrounding community

We are seeking a motivated, community-minded professional in the Burlington, Iowa or surrounding region to step into a successor role for an established book of business within the insurance and financial advising field. This is a unique, long-term career opportunity for someone who wants to grow into a leadership and ownership position while serving a loyal, well-maintained client base.

As a successor advisor, you will work closely with the existing advisor to ensure a smooth, relationship-focused transition over time. This role is ideal for someone who is passionate about helping individuals and families protect their assets, plan for retirement, and make sound financial decisions.

Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office.

This career position includes:

• Running a client-based practice of your own with the backing and support of a Fortune 100 company.
• Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+.
• Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
• Promoting customized ways for clients to achieve their long-term financial goals.
• Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
• Networking and prospecting new clients to maximize your client-based practice.

Qualities New York Life looks for include:

• Located in Burlington, Iowa or nearby community.
• Experience in insurance, financial adivising, or related fields.
• Sales experience
• Active insurance licenses (or willingness to obtain)
• FINRA securities licensing - Series 6/63, 7/66 (or willingness to obtain)
• Entrepreneurial mindset with desire for continuous learning.
• Strong communication skills – excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper.
• Strong business acumen and professional business demeanor.
• Eagerness to network, ability to develop relationships and sincere desire to help others.
• Desire to engage your community and leverage personal networks/contacts.

It's your career and you deserve control of your growth.
New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of:

• Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship.
• Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company.
• Support from corporate development managers and product consultants to assist you.
• Access to state-of-the-art marketing support.

Compensation:
Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension. 

Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa.

About New York Life:

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.