New York Life-Charlotte
Financial Advisor
New York Life-Charlotte, Charlotte, North Carolina, United States, 28245
Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial 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.
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.
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial 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.
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.