Financial Advisor
New York Life
- Sitka, AK
- Permanent
- Full-time
- Sales experience preferred, but not required.
- Entrepreneurial mindset.
- Strong communication skills both written and verbal.
- Desire to help families and businesses to address their financial needs.
- Strong business acumen.
- Professional business demeanor.
- Perseverance in the face of a challenge
- Ability to engage your community and leverage personal networks/contacts
- Ability to understand the needs and financial concerns of clients.
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
- Promote customized ways for clients to achieve their long-term financial goals.
- Cultivating relationships, with a view to helping every family member or individual pursue financial security
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
- Providing compassion and guidance to clients when unfortunate life circumstances arise.
- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationship over time.