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Financial Professional - Advisor Advance To Fast-Track Management

New York Life - Tampa • Tampa, FL, US

Posted 19 days ago

Join New York Life as a Financial Professional and embark on our Advisor Advance to Fast-Track Management path. You'll be at the heart of empowering clients, drawing on our exceptional financial strength and a rich history of over 170 years. We’re committed to fostering your growth and providing the tools and support you need to excel while making a meaningful impact on clients' financial futures. In this role, you'll find a supportive environment that emphasizes innovation and employee development, ensuring your success aligns with clients' goals.

Experience the benefits of flexible work arrangements and competitive compensation, all within a culture that values clear career progression opportunities. If you have a passion for customer service and a drive to succeed in the insurance industry, this is the place for you. Become part of a dynamic and dedicated team where your contributions truly matter, and let's work together to build a brighter future for both you and the clients you serve.

  • Guide clients in developing personalized financial strategies that align with their life goals.
  • Collaborate with team members to enhance service offerings and client satisfaction.
  • Analyze financial data to provide actionable insights and recommendations for clients.
  • Lead client meetings to discuss financial plans, ensuring clarity and understanding.
  • Stay informed on industry trends and regulatory changes to offer up-to-date advice.
  • Mentor junior team members, fostering a culture of continuous learning and growth.
  • Utilize company resources to expand your knowledge and improve client outcomes consistently.
  • Experience in developing and implementing personalized financial strategies for clients.
  • Ability to collaborate effectively with team members to enhance service offerings and client satisfaction.
  • Proven track record of analyzing financial data to provide actionable insights and recommendations.
  • Strong communication skills to lead client meetings and ensure clarity in financial plans.
  • Up-to-date knowledge of industry trends and regulatory changes to offer current advice.
  • Experience in mentoring and fostering a culture of continuous learning among junior team members.
  • Ability to utilize company resources to expand knowledge and improve client outcomes consistently.

Compensation

$100,000 - $185,000 at plan

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

  • A promise to work with you to build a strong financial future for both you and your clients
  • #71 on Fortune 100 in 2019
  • Most MDRT members in any United States Mutual Company in 2019
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

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