What are the responsibilities and job description for the Experienced Financial Advisor position at New York Life - West Texas General Office?
MUST BE LOCATED IN WEST TEXAS
Build Your Practice with the Strength of New York Life
Ready for more independence, greater earning potential, and the backing of a Fortune 100 company?
At New York Life, you'll have the opportunity to grow your own career while helping clients achieve their financial goals. With industry-leading financial strength, a respected brand, and a broad range of solutions, you'll have the tools and support to take your career to the next level.
Comprehensive Product Suite
Enhance client offerings with:
Life insurance, annuities, long-term care, and disability insurance
Investment solutions through NYLIFE Securities LLC (FINRA/SIPC)
Advisory services via Eagle Strategies LLC, a Registered Investment Adviser
Group health and business solutions through sponsored marketing agreements
Advanced Planning Group support for complex and high-net-worth cases
Growth and Support for Seasoned Professionals
We invest in your continued success:
No competition from internal teams, 100% support
Specialization paths in advanced markets: retirement, estate, business, and wealth planning
Continuing education, study groups, mentorships, and peer collaboration
Incentive programs, recognition, and development trips for top producers
Compensation and Benefits:
Your income reflects your performance:
Commission-based compensation with upside earning potential
Average income for qualifying financial professionals in 2024: $120,555
Eligible full-time professionals may qualify for medical, dental, life, disability, 401(k), and pension benefits
If you're ready to take your career to the next level while making a difference in people's lives, we invite you to apply with New York Life today!
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity
Compensation:
$120,555 - $225,000 yearly
Responsibilities:
- Develop and maintain strong relationships with clients, ensuring their insurance needs are met with tailored solutions.
- Educate clients on the comprehensive suite of insurance products, including life, annuities, and long-term care, to empower informed decision-making.
- Collaborate with the Advanced Planning Group to provide strategic advice for complex and high-net-worth cases.
- Proactively identify and pursue new business opportunities to expand your client base and grow your practice.
- Stay informed on industry trends and regulatory changes to offer clients the most current and relevant advice.
- Utilize NYLIFE Securities LLC and Eagle Strategies LLC to offer clients investment and advisory services.
- Participate in continuing education and mentorship programs to enhance your professional skills and knowledge base continually.
Qualifications:
- MUST LIVE IN THE AMARILLO AREA
- Experience in developing and maintaining strong client relationships, ensuring their insurance needs are met with tailored solutions.
- Ability to educate clients on a comprehensive suite of insurance products, including life, annuities, and long-term care, to empower informed decision-making.
- Proven track record of collaborating with advanced planning groups to provide strategic advice for complex and high-net-worth cases.
- Demonstrated ability to proactively identify and pursue new business opportunities to expand your client base and grow your practice.
- Strong understanding of industry trends and regulatory changes to offer clients the most current and relevant advice.
- Experience utilizing NYLIFE Securities LLC and Eagle Strategies LLC to offer clients investment and advisory services.
- Commitment to participating in continuing education and mentorship programs to enhance professional skills and knowledge base continually.
About Company
New York Life, is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping Americans protect their families and attain financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on long-term success.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Benefits:
Health Insurance, Employee Discounts, Job TrainingSalary : $120,555 - $225,000