Entry-Level Financial Advisor
18 days ago
Cedar Rapids
Job Description Join us at New York Life, where your journey as an Entry-Level Financial Advisor begins with a promise of growth and impact. You'll be stepping into clients' lives to deliver education, strategies, and products that safeguard their financial futures while carving out a rewarding career for yourself. Working in a client-based role, you'll have the flexibility of running your own practice, backed by the strength and support of a Fortune 100 company that values and rewards hard work. Your mission will be to offer customized solutions, including life insurance, investments, and long-term care insurance, ensuring clients are set for the future. This role offers a competitive salary plus commission, along with quarterly and yearly bonuses. You'll also receive full benefits for you and your family. New York Life is committed to your success with a comprehensive three-year training program, marketing support, and the chance to learn from highly successful agents and managers. Let's empower you to make a meaningful difference. Ready to take the next step? Apply now and start building your future with us. Compensation: $50,000 - $70,000 yearly Responsibilities: • 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 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