Job Description

A Financial Advisor at New York Life works with individuals, families, and businesses to create customized financial strategies. While the job involves sales, it is heavily relationship-driven and backed by New York Life’s strong training, product range, and reputation. Primary focus areas include: • Protection – Life insurance, long-term care, and disability insurance • Accumulation – Investments, retirement accounts, annuities • Distribution – Retirement income planning Responsibilities: • Prospecting & Networking : Identifying and connecting with potential clients through community events, referrals, networking groups, and personal contacts. • Needs Assessment : Conducting detailed fact-finding meetings to understand client goals, assets, income, and risk tolerance. • Solution Design : Crafting tailored strategies using New York Life’s insurance and investment products. • Ongoing Relationship Management : Meeting regularly with clients to review plans and adjust based on life changes or market conditions. Qualifications: While no direct finance degree is required, successful advisors typically have: • Strong interpersonal and communication skills • Business mindset • Self-discipline and goal orientation • Licensing : • State Life & Health Insurance License (required before selling insurance) • FINRA Series 6/7 and 63/66 (required for investment products) – often sponsored by New York Life About Company: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Human Rights Campaign: 2022 Corporate Equality Index, Forbes.2022: America’s Best Employers for Diversity.Latino Leaders 2022 Best Companies for Latinos to Work For.We’re proud of the help we’ve provided and continue to provide to clients.$579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.Includes term, whole, and universal life.

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