Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given What we’re looking for... • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses • This is not just a sales job—it’s a career with purpose and opportunity • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients Qualifications: • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • A Bachelor’s degree in business administration, finance, or a related field is required • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Competitive • Enterprising • Coachable • Communicative • Self-disciplined • Authentic • Winning Attitude About Company: As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients#73 on Fortune 100 in 2020A leading company with many agents qualifying for MDRT 2 year after yearHighest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19Full benefits when hired and 3 separate pensionsNew York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity Lance Gillman, Senior Partner, New York Life