Insurance Sales

New York Life - Melville, NY • Melville, NY, US

Posted 5 months ago

Description

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Responsibilities

Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Qualifications

Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Requires a Bachelor’s degree in finance, business administration, or related field
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required

Compensation

$100,000 - $150,000 commission based

About New York Life - Melville, NY

We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.