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Entry-Level Financial Advisor

New York Life Iowa General OfficeDes Moines, IA, US

Posted 6 months ago

Join us at New York Life Iowa General Office as an Entry-Level Financial Advisor and start building a fulfilling career in the insurance industry. With our supportive team, you’ll have the chance to grow and excel while helping clients achieve their financial goals. You’ll engage in comprehensive planning services, covering areas like risk management, estate planning, and investment options. This role is perfect for someone driven to deliver excellent client service and eager to develop expertise in a variety of financial planning areas.

At New York Life, we’re committed to fostering career growth and providing a competitive compensation package. Our full-time agents and their dependents receive immediate access to medical, dental, and vision benefits, along with long-term disability and group term life insurance. We pride ourselves on being a respected leader in the financial industry, known for our strength and reliability. If you’re ready to make a meaningful impact and embark on a promising career path, we invite you to apply today and join our team!

  • Develop personalized financial plans for clients, focusing on their unique needs and goals.

  • Engage with clients regularly to review their financial progress and adjust plans as necessary.

  • Educate clients on various insurance and investment options to empower informed decision-making.

  • Collaborate with team members to enhance service delivery and client satisfaction.

  • Stay updated on industry trends and regulatory changes to provide the best advice.

  • Participate in ongoing training and development programs to expand your expertise.

  • Build and maintain strong client relationships through excellent communication and trust-building efforts.

  • Experience in customer service or sales is a plus, but not required.

  • Ability to communicate complex financial concepts in a clear and relatable manner.

  • Proven track record of building strong, trust-based relationships with clients.

  • Eagerness to learn and adapt in a dynamic industry environment.

  • Strong organizational skills to manage multiple client accounts effectively.

  • Ability to work collaboratively within a team to achieve common goals.

  • Proficiency in using digital tools and platforms for client management and communication is beneficial.

Compensation

$65,000 plus

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has 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)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

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