- New York Life provides an extensive three-year training initiative, marketing assistance, as well as help with prospecting and technical aspects. Our programs enable you to collaborate with highly accomplished agents and managers who guide you in building a client base. Count on New York Life to furnish the resources and continual assistance one would expect from a Fortune 100 enterprise.
- Demonstrated ability to effectively network and seek out new clients
- Proficiency in conveying complex ideas and upholding core values like honesty and integrity
- Essential experience or skills in relationship management
- Offer financial advice to clients on savings schemes, life insurance policies, mutual fund investments, and various other financial products
- Utilize social media and other marketing tools to pinpoint, seek out, and attract prospects with whom you can cultivate enduring, solid relationships as a dependable financial service professional
- Gather and systematize each client's financial details utilizing a CRM to assess financial standing, financial objectives, cash flow, and financial outlooks
- Employ a research-centric approach to dispense financial guidance and strategies based on educational meetings and/or seminars focused on client risk tolerance and financial objectives
- Evaluate each client's possible life and financial requirements to devise a personalized financial scheme that optimizes the products and services we provide
- Recipient of Training Magazine's APEX Award for 2022
- Latino Leaders: 2022 Best Companies for Latinos to Work For
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
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Financial Advisor - Saint Cloud, United States - New York Life - Central Florida
Description
Job Description
Our goal is to offer individuals financial security and peace of mind through our range of insurance, annuity, and investment solutions. We operate with honesty and humanity in all our dealings with policy owners, partners, and colleagues. Rooted in both confidence and humility, we act as stewards for the long haul. We are here for the long run, showcasing both the permanence of New York Life and our dedication to ethical business practices and societal responsibility. Our primary aim is to be a reliable support system when our policy owners require assistance.
New York Life is currently searching for a motivated individual with integrity and a drive to positively impact people's lives. With our diverse array of financial products and services, you will aid clients in crafting a solid, strategic plan to reach their financial objectives.
Training, Support, and Professional Growth:
About New York Life:
New York Life stands out as one of the most robust and respected financial firms globally. We have secured the highest financial strength ratings given to any U.S. life insurer by the major rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have headed the Million Dollar Round Table with more members than any other insurance or financial institution globally. New York Life was acknowledged as one of Fortune Magazine's "World's Most Admired Companies" in 2019.
Financial Service Professionals provide investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V.
1-Full-time agents and their dependents qualify for immediate medical, dental, vision, long-term disability, and group-term life insurance coverage. New York Life holds the authority to modify or end any benefit schemes, partially or in full, at any moment.
Qualifications:
Responsibilities:
$75,000 - $125,000 annually
About Company
New York Life, a Fortune 100 entity with a substantial legacy of positive contributions. Operating for over 175 years, we have aided numerous generations of Americans in safeguarding their families and achieving financial aspirations. As a mutual company, we are answerable solely to our policyholders, rather than external investors or Wall Street. Our focus is on sustained success for our clients. To equip for the future, we are continually innovating and planning ahead to enhance value for our clients.
We take pride in our comprehensive training regimen.
We are honored to receive recognition from esteemed organizations that prioritize diversity
