Licensed Financial Advisor Life Health Insurance

Are you a Licensed Financial Advisor passionate about making a lasting difference in people’s lives? Join our team at NYL - Boston, where you’ll work alongside a group of dedicated financial professionals committed to guiding clients toward long-term financial success and security. This is more than a job — it’s a chance to build meaningful relationships and help individuals and families achieve peace of mind about their financial future. What You’ll Do: • Deliver

personalized financial advice

and solutions • Develop and implement

custom financial strategies

• Build

long-term client relationships

built on trust, transparency, and service • Stay up to date on financial products, market trends, and regulatory changes What Sets Us Apart: • A culture rooted in

integrity, professionalism, and client-first values

• Supportive environment for

ongoing education and career growth

• Access to industry-leading tools, training, and mentorship Responsibilities: • Develop personalized financial plans for clients based on their individual goals and risk tolerance • Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives • Provide expert advice on a wide range of financial products and services to help clients make informed decisions • Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients Qualifications: • Have a life insurance license (required) • Health, SIE, and Series 6 Preferred but not required • Proficient in financial planning software • Strong analytical and problem-solving skills • Excellent communication and interpersonal skills • Expertise in maintaining and growing client portfolios • Ability to conduct client discovery meetings and regular financial reviews • Skilled in prospecting, lead generation, and referral development • Comfortable with setting and achieving sales targets Compensation: $115,000 - $150,000 yearly • Develop personalized financial plans for clients based on their individual goals and risk tolerance • Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives • Provide expert advice on a wide range of financial products and services to help clients make informed decisions • Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients • Build and maintain strong relationships with clients to foster trust and loyalty in the financial advisor-client partnership

Compensation: $115,000-$150,000 per year

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