Experienced Financial Advisor

Job not on LinkedIn

August 11

🌾 Iowa – Remote

Although this job is listed in Iowa, this company may be open to hiring remote in other states.

💵 $90k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

Apply Now

Receive Emails with Similar Jobs

New York Life South Texas General Office

WebsiteLinkedInAll Job Openings

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.

51 - 200 employees

Founded 1932

💸 Finance

📋 Description

• Are you an experienced professional in the financial services field? Do you consider yourself to have excellent sales experience, an entrepreneurial mindset and be a great “people person?” If so, you’ve landed on the perfect career opportunity for you at New York Life. • Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office. • This career position includes: Running a client-based practice of your own with the backing and support of a Fortune 100 company. • Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+. • Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs. • Promoting customized ways for clients to achieve their long-term financial goals. • Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security. • Networking and prospecting new clients to maximize your client-based practice. • It’s your career and you deserve control of your growth. • New York Life helps set you up in every way to have a successful career but you’re in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company’s career paths. At New York Life, you receive the benefits of: • Ongoing access to local managers, team member collaboration and being 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 career success both financially and in growth within the company. • Support from corporate development managers and product consultants to assist you. • Access to state-of-the-art marketing support.

🎯 Requirements

• Direct experience in the financial services business (securities licenses required). • Sales experience. • Entrepreneurial mindset with desire for continuous learning. • Strong communication skills – excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper. • Strong business acumen and professional business demeanor. • Eagerness to network, ability to develop relationships and sincere desire to help others. • Deserve to engage your community and leverage personal networks/contacts.

🏖️ Benefits

• Ongoing access to local managers, team member collaboration and being 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 career success both financially and in growth within the company. • Support from corporate development managers and product consultants to assist you. • Access to state-of-the-art marketing support. • Benefits include medical, dental, vision, a 401(k) and pension.