Entry-Level Financial Advisor
2 days ago
Des Moines
Job Description As a Financial Advisor at New York Life, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a full-time, client-based role where you run your own practice but have the support of a Fortune 100 company and are aligned with a company where hard work is valued and rewarded. Your core responsibility will be to provide clients with customized solutions through selling life insurance, investments, and long-term care insurance that set them up for the future. You will be making a living with a lot of room for growth while making an impactful difference in someone’s life. This is a sales role that includes a salary plus commission, quarterly and yearly bonuses, as well as full benefits for yourself and your family members. In this role, you will participate in a comprehensive three-year training program that includes marketing support, prospecting guidance, and technical assistance. Our programs give you the opportunity to collaborate with highly successful, established agents and managers who will help you build and grow your clientele. As a Fortune 100 company, New York Life provides the resources and ongoing support you need to succeed. Compensation: $50,000 - $70,000 yearly Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Create customized financial plans using the products and services we offer based on each client's potential life and financial needs, • Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Networking and building your personal book of business through establishing professional networks and prospecting for new clients, • Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security, • Leverage marketing and social media tools to identify and secure new clients who can benefit from having a trusted financial service professional, • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Training & Resource Benefits: • Personalized coaching and mentorship from dedicated training professionals, • Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship, • Support from corporate development managers and product consultants to assist you, • Access to digital sales, prospecting, and marketing tools, • Opportunity to earn professional designations and certifications, • Sales incentives and professional development trips for top performers, • Full benefits, including medical, dental, vision, life, and disability insurance, • 401(k) and pension plan for eligible full-time agentsQualifications:, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Must live in the State of Iowa Do you consider yourself to have these qualities? • Sales knowledge, • Strong communication skills and the ability to talk to anyone easily, • A great mindset, • Enjoy engaging in your community and networking, • Self-starter and eager to learn new things If so, apply for a rewarding career as an Entry-Level Financial Advisor with the New York Life Iowa General Office. We'd love to talk with you. Please note: We, unfortunately, can only accept applicants who are either U.S. Citizens or reside within the United States. We currently do not support US H-1B visas. To be considered for a role at the Iowa General Office, a candidate must live in the state of Iowa. About Company 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)¹. 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see