Financial Services Advisor-Investments & Insurance

Company: New York Life - San Diego
Location: National City
Posted on: March 10, 2023

Job Description:

Financial Professional / Financial Advisor*/Registered Representative*

Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

You will be in business for yourself - but never by yourself.

We require motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. The candidate must also have the ability to successfully network and prospect for new clients, must have excellent communication skills, and effective relationship management skills.

*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity

Benefits Provided:



--- 401k & ROTH 401k
--- Defined Benefit Pension Plan
--- Health, Dental, Vision, Life, and Disability Insurance
--- HSA (Health Savings Account)

Responsibilities:

Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Develop and deliver risk management strategies for each customer based on their risk profile
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders


Qualifications:

Proficiency with accounting or sales-related software is helpful
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Some computer skills with ability to use Microsoft Office is required
Bachelor's degree preferred; high school diploma required


About Company:
Awards & Accolades.

A++ Superior (A.M. Best)AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody's)AA+ Very Strong (Standard & Poor's)We're proud of our position in the industry.

New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine7Training Magazine's Training Top 100 for 20215.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies$938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.$4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Keywords: New York Life - San Diego, National City , Financial Services Advisor-Investments & Insurance, Accounting, Auditing , National City, California