What are the responsibilities and job description for the Financial Advisor/Professional - Entry Level position at Wizehire?
Driven resilient professionals wanted. Are you ready for a career pivot or growth opportunity? Consider New York Life and NYLIFE Securities.
At New York Life, you’re in control of your career journey, and you drive a positive impact on the lives of clients every day. New York Life, a leader in the financial services industry, will invest in you from the start, training you invaluable skills such as financial, marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
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 help client navigate challenges that many of them find complex and confusing, such as preparing for retirement, saving for college, tax diversification strategies, or preparing for the unexpected. 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.
Are you a driven individual with the following traits?
Training & Development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. We even have a program where you can obtain financial licenses and designations.
Digital Tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Products & Solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions.
Human Guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
Compensation
$100,000 at plan earnings
Responsibilities
Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader since 1845, 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 clients need us.
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
At New York Life, you’re in control of your career journey, and you drive a positive impact on the lives of clients every day. New York Life, a leader in the financial services industry, will invest in you from the start, training you invaluable skills such as financial, marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
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 help client navigate challenges that many of them find complex and confusing, such as preparing for retirement, saving for college, tax diversification strategies, or preparing for the unexpected. 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.
Are you a driven individual with the following traits?
- Competitive
- Business-Minded
- Coachable
- Communicative
- Self-disciplined
- Authentic
Training & Development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. We even have a program where you can obtain financial licenses and designations.
Digital Tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Products & Solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions.
Human Guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
Compensation
$100,000 at plan earnings
Responsibilities
- Customize financial plans for each client based on potential life changes and changing financial needs
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter
- Cultivate relationships with a view to helping every family member or individual pursue financial security
- Grow your network by being involved in your community and professional groups
- Drive to add 50 new clients a year
- Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Growth Mindset This is a lifelong learning position
- Uncompromising integrity
- Strong communication skills
- Ability to successfully network and prospect for new clients
- Excellent calendar management skills
- Sales experience is preferred
- Drive to succeed
- Ability to engage your community and leverage personal networks and contacts
- Coachable
- Valid life and health license preferred, but we can assist with that
- Valid FINRA Series 6 or 7 & 63/66 preferred but not required
Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader since 1845, 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 clients need us.
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Salary : $100,000