A fulfilling career as a Financial Advisor awaits you in Albuquerque. In this role, you’ll empower clients to take control of their financial futures—while creating a rewarding, flexible, and successful path for yourself. Enjoy the freedom of a customizable schedule, high earning potential, and well-defined opportunities for professional advancement. It’s more than a job—it’s a career with purpose, impact, and long-term success. Why Join Us? • Work with one of the most financially stable and respected companies in the world. • Access a full suite of insurance and investment solutions through New York Life and Eagle Strategies. • Receive comprehensive training, mentorship, and the potential for advancement, including Fast Track to Management opportunities. • Enjoy flexible, blended learning and support tailored to your schedule. Responsibilities: • Meet with individuals and families in the Albuquerque area to understand their financial goals, priorities, and personal circumstances. • Provide tailored recommendations for life insurance and financial products that align with each client’s unique needs. • Present and explain a variety of life insurance solutions—including term, whole, and universal life policies—to help clients make informed decisions. • Assist clients with completing insurance applications accurately and ensure all necessary documents are submitted in a timely manner. • Work closely with insurance carriers to support the underwriting process and resolve any issues that arise. • Educate clients about coverage options, policy benefits, and how insurance fits into their overall financial strategy. • Offer ongoing support, including regular policy reviews and updates as clients’ needs and life circumstances evolve. • Stay informed on industry trends, new products, and changes in regulations to ensure clients receive current, relevant guidance. • Maintain compliance with all legal and regulatory requirements, including holding proper licenses and certifications in New Mexico. • Build long-term relationships based on trust, delivering consistent value and support to clients throughout the Albuquerque community. • Meet or exceed sales goals and performance metrics set by the company. Qualifications: • Outstanding Communication Skills: Able to clearly and confidently explain complex insurance products and financial strategies to clients, both verbally and in writing. • Proven Sales Performance: Demonstrated success in selling insurance products, with the ability to effectively overcome objections and close sales. • Empathy & Active Listening: Genuinely connect with clients to understand their financial goals, personal situations, and long-term needs. • Strong Analytical Thinking: Skilled at assessing financial information to recommend customized insurance and financial solutions. • Attention to Detail: Ensure all applications, documentation, and compliance requirements are handled accurately and thoroughly. • Exceptional Organization: Capable of managing multiple client relationships and responsibilities while maintaining accurate records and follow-ups. • Self-Motivated & Goal-Oriented: Driven to meet and exceed sales targets and continuously pursue personal and professional development. • High Ethical Standards: Committed to maintaining client trust by upholding integrity and confidentiality in all professional interactions. • Client-Centered Mindset: Dedicated to delivering excellent service and building lasting relationships based on trust and value. • Adaptability: Comfortable navigating evolving client needs and shifting market conditions with agility and professionalism. • Financial Product Knowledge: Familiarity with life insurance, annuities, and basic financial planning concepts is essential. • Licensing & Certification: Holds or is willing to obtain the necessary state licenses and certifications to practice in Albuquerque, NM. • Tech Proficiency: Confident using CRM systems and digital tools to manage client interactions and streamline the sales process. About Company: New York Life’s 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.
