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Wizehire

Financial Advisor

Wizehire, Roseville, California, United States, 95678

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Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? New York Life is growing its team by hiring a financial service professional who can offer our financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

Compensation

$62,500 - $289,000

Responsibilities

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

Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice

Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan

Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances

Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

Qualifications

Strong relationship management skills and/or experience required

Ability to successfully network to prospect new potential clients

Uncompromising integrity and the ability to effectively communicate complex programs and ideas

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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.

Disclaimer

Equal Opportunity Employer M/F/D/V. Source MDRT and company claims are provided for informational purposes only and may be updated without notice.

Job details

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industries: Technology, Information and Internet

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