Financial Coach - Sales Agent

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation:

$80,000 - $125,000 yearly

Responsibilities:

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications:

• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Valid FINRA Series 7 & 63/66 preferred but not required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Our accolades include:

•A promise to work with you to build a strong financial future for both you and your clients

• #73 on Fortune 100 in 2020

• A leading company with many agents qualifying for MDRT2 year after year

• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity