EntryLevel Financial Advisor

Overview

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when our policy owners need us.

• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

• Relationship management skills are required
• Ability to successfully network to prospect new potential clients is a must
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required

$60,000 - $200,000 per year

A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

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.