New York Life-Charlotte
Financial Advisor
New York Life-Charlotte, Charlotte, North Carolina, United States, 28245
Our goal is to ensure financial stability and peace of mind through our range of insurance, annuity, and investment options. We conduct ourselves with honesty and compassion in every interaction with our policyholders, partners, and colleagues. With a balance of confidence and humility, we act as custodians for the future. We are committed to longevity, embodying the enduring nature of New York Life and our dedication to ethical practices in business and society. Every action we take is driven by one core objective: to be a reliable support system for our policyholders in times of need. Become a part of the New York Life team as a dedicated financial services professional with a passion for improving the lives of others. We aim to advance your career by enabling you to introduce our diverse financial products and services to clients seeking a sustainable approach to securing their financial well-being. We are looking for motivated self-starters who would like to: • Manage their own work schedule and establish an attractive work/life balance. • Build their career with significant income potential. • Grow their business supported by the financial strength and integrity of New York Life. • Make a difference in their community by helping others achieve financial peace of mind. • Customize their career path to match their personal financial goals. • Experience a lifetime of learning and professional development. • Enjoy recognition and rewards for their financial achievements. • Define their career path as a Financial Services agent and have the opportunity for management.
Training, Support, and Professional Growth:
New York Life presents an extensive three-year training scheme, marketing assistance, and access to prospecting and technical support. Our programs empower you to collaborate with accomplished, successful agents and managers who will guide you in building your client base. Expect the resources and continuous support that come with being associated with a Fortune 100 company. Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services. Qualifications: • Life, health and accident, SIE, 6 or 7, 63, and 65 or 66 licenses required or the ability to obtain licenses within a designated time frame. • Relationship management skills are required. • Entrepreneurial Spirit. • Uncompromising integrity and the ability to effectively communicate complex programs and ideas. • Ability to successfully network or use social media to prospect for new clients is a must. • Organized, detail-oriented, and excellent time management skills. • Strong sales, leadership, and communication skills. Compensation: $84,000 - $115,000 yearly
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
Compensation:$84,000-$115,000 per year
Training, Support, and Professional Growth:
New York Life presents an extensive three-year training scheme, marketing assistance, and access to prospecting and technical support. Our programs empower you to collaborate with accomplished, successful agents and managers who will guide you in building your client base. Expect the resources and continuous support that come with being associated with a Fortune 100 company. Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services. Qualifications: • Life, health and accident, SIE, 6 or 7, 63, and 65 or 66 licenses required or the ability to obtain licenses within a designated time frame. • Relationship management skills are required. • Entrepreneurial Spirit. • Uncompromising integrity and the ability to effectively communicate complex programs and ideas. • Ability to successfully network or use social media to prospect for new clients is a must. • Organized, detail-oriented, and excellent time management skills. • Strong sales, leadership, and communication skills. Compensation: $84,000 - $115,000 yearly
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
Compensation:$84,000-$115,000 per year