What are the responsibilities and job description for the Personal Financial Planner position at New York Life Iowa General Office?
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
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- 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 agents
Qualifications:
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- 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
- A required Bachelor’s degree in business administration, finance, or similarly 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 http://fortune.com/fortune500/
Salary : $50,000 - $70,000