Entry-Level Financial Advisor

Job Description

Entry-Level Financial Advisor | New York Life

The Tone:
This is an early career opportunity at New York Life, a Fortune 100 mutual company with over 175 years of history, accountable only to its policyholders. New York Life is dedicated to helping generations of Americans protect their families and achieve their financial goals, emphasizing long-term client success. This role is presented as more than just a sales job; it’s a career with significant purpose and ample opportunity where you are in control of your professional journey. You will drive a positive, lasting impact daily by enhancing the financial well-being of individuals, families, and small businesses.

The TL;DR
• Role: Early Career
• Pay: $80000 at plan yearly (commission-based compensation directly tied to individual agent performance)
• Mission: Empower individuals, families, and small businesses to navigate complex financial challenges, protect their future, and achieve their long-term financial goals.
• Tech Stack: Customer Relationship Management (CRM) platforms, digital sales tools, prospecting tools, marketing tools, web content, social media content, email content

What You’ll Actually Do
• Client Advising & Education: Act as an insurance agent and financial advisor, providing crucial guidance and peace of mind to clients navigating complex financial challenges, including preparing for retirement and saving for college.
• Comprehensive Solution Development: Develop and implement tailored financial strategies and solutions utilizing New York Life’s comprehensive range of products, such as life insurance, annuities, long-term care insurance, disability income insurance, and mutual funds through NYLIFE Securities LLC.
• Sustainable Client Relationships: Cultivate strong, lasting relationships with clients, observing and celebrating their personal and professional growth and the positive impact of your financial counsel for years to come.
• Strategic Business Growth: Leverage a robust support system, including personalized coaching, industry-leading learning platforms, and a suite of digital sales, prospecting, and marketing tools to attract and retain clients effectively.
• Professional Specialization: Pursue and gain expertise in specialized financial areas, with the potential to become a financial advisor with Eagle Strategies LLC, offering wealth management, advisory services, estate planning strategies, and business solutions.

The Must-Haves
• Background: An early career professional committed to making a significant and lasting impact on the financial well-being of individuals, families, and small businesses. No specific prior education required for this entry-level role.
• Experience: Possesses a strong competitive drive, a business-minded approach, an eagerness to be coachable, excellent communication abilities, self-discipline, and authenticity in client interactions.
• Skills: Essential skills include effective marketing strategies, proficiency in customer relationship management (CRM) principles, and clear, persuasive communication.
• Bonus: A commitment to continuous learning and professional development, including the pursuit of industry professional designations, is highly valued.