New York Life South Texas General Office
Finance • Insurance • Investment
New York Life South Texas General Office is a dedicated branch of New York Life Insurance Company, focusing on providing insurance, investment, and retirement solutions to clients in South Texas. The office aims to assist individuals in achieving financial well-being through expert guidance and a variety of financial products and services. With a history rooted in community involvement and commitment to client service, the South Texas General Office is a resource for those seeking comprehensive financial planning and support.
Entry Level Financial Advisor
Job not on LinkedIn
August 9
🌾 Iowa – Remote
💵 $40k - $60k / year
⏰ Full Time
⚪️ Entry-level
💸 Financial Planning and Analysis (FP&A)
New York Life South Texas General Office
Finance • Insurance • Investment
New York Life South Texas General Office is a dedicated branch of New York Life Insurance Company, focusing on providing insurance, investment, and retirement solutions to clients in South Texas. The office aims to assist individuals in achieving financial well-being through expert guidance and a variety of financial products and services. With a history rooted in community involvement and commitment to client service, the South Texas General Office is a resource for those seeking comprehensive financial planning and support.
📋 Description
• Must live in the state of Iowa. • As a Financial Advisor at New York Life, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. • This is a client-based role where you run your own practice but have the support of a Fortune 100 company and are aligned with a company where hard work is valued and rewarded. • Your core responsibility will be to provide your clients with customized solutions through selling life insurance, investments, and long-term care insurance that set them up for the future. • You will be making a living with a lot of room for growth while making an impactful difference in someone’s life. • This is a sales role that includes a salary plus commission, quarterly, and yearly bonuses as well as full benefits for yourself and your family members. • Responsibilities: • Understanding the needs and financial concerns of clients and providing solutions • Sell life insurance and long-term care insurance • Educating clients on how to plan for their future financially if the event of unfortunate life circumstances occur • 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. • Qualifications: • Must live in the state of Iowa
🎯 Requirements
• Must live in the state of Iowa
🏖️ Benefits
• Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship • Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to a successful career • Support from corporate development managers and product consultants to assist you • Access to state-of-the-art marketing support
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