- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
- Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
- Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
- 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 provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Must have the ability to successfully network and prospect for new clients
- Relationship management skills are required
- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
- Competitive
- Ambitious
- Coachable
- Communicative
- Self-disciplined
- Authentic
- A promise to work with you to build a strong financial future for both you and your clients
- #73 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT 2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 9/12/19
- Full benefits when hired and 3 separate pension
-
Financial Advisor
2 weeks ago
Touchstone Wealth | a MassMutual firm Chandler, United StatesJob Description · Job DescriptionAbout Us:At Touchstone Wealth, we recognize that passion, ambition, and determination are the most valuable qualities of our employees, and these qualities don't fit on a resume. We are looking for individuals to join our team of Financial Advisor ...
-
Financial Advisor
3 weeks ago
Priority Financial Group Chandler, United StatesJob Description · Job DescriptionPriority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, p ...
-
Senior Financial Solutions Advisor
2 weeks ago
Bank of America Chandler, United StatesSenior Financial Solutions Advisor page is loaded · Senior Financial Solutions Advisor · Apply · locations · Chandler · Hunt Valley · Lincoln · Rolling Meadows · Jacksonville · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Descripti ...
-
Financial Advisor
2 weeks ago
Priority Financial Group Chandler, United StatesPriority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale o ...
-
Financial Advisor
3 weeks ago
Northwestern Mutual Gilbert, United StatesCompany Description · Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a big-picture approach that includes insurance and investments. With $265.0 billion?in assets, $28.1 billion?in revenues, and more than?$1.8 t ...
-
Financial Advisor
2 weeks ago
Northwestern Mutual Gilbert, United StatesCompany Description · Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a big-picture approach that includes insurance and investments. With $265.0 billion?in assets, $28.1 billion?in revenues, and more than?$1.8 t ...
-
Senior Financial Advisor
3 weeks ago
MBE Wealth Chandler, United StatesJob Description · Job Description · What's the role? · The Senior Financial Advisor provides financial planning and investment support to the firm's clients in addition to leadership and business development for our Chandler market. For this senior-level role, we are looking fo ...
-
Financial Advisor II
3 weeks ago
Desert Financial Credit Union Chandler, United StatesThe Financial Advisor II is principally responsible for providing wealth management services to clients/prospects remotely and referral management. You are encouraged to meet your individual goals and assist with attaining the program sales and service goals. You must possess ind ...
-
Financial Advisor
2 days ago
PNC Financial Services Group Mesa, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
-
Junior Financial Advisor
1 week ago
FusionWorks Phenix City, United StatesPhenix City MLP is looking for a Junior Financial Advisor (m/f/d) in Bonn. · A meaningful and fulfilling role: · - You will develop financial concepts as an independent advisor (m/f/d) and support people in making better career and financial decisions. · - You will accompany your ...
-
Financial Advisor
4 days ago
Key Wealth Management Scottsdale, United StatesAs part of the applicant process, it's necessary to take this survey. Take the survey here: · Key Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women. Our mission is helping clients live a life they love and helping them liv ...
-
Financial Advisor
4 days ago
Alerus Phoenix, United States Full timeWe are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. · Position Summary: · Financial Advisors are responsible for enhancing existing relationships and developing new business opport ...
-
Financial Advisor
2 weeks ago
Strategy Financial Group Phoenix, United StatesFinancial Advisor · Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior ...
-
Virtual Client Financial Advisor
2 weeks ago
Morgan Stanley Gilbert, United StatesJoining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or soliciting friends & family for business. With Morgan Financial Advisor, Solutions ...
-
Financial Aid Advisor
2 weeks ago
Universal Technical Institute Inc. Tempe, United StatesOverview · Join our team as a Remote Financial Aid Advisor and play a vital role in guiding students and their families through the financial aid process. You'll build rapport with our students and their families, provide clear and accurate information, offer effective solution ...
-
Senior Financial Solutions Advisor
2 weeks ago
Bank of America Chandler, United StatesSenior Financial Solutions Advisor page is loaded · Senior Financial Solutions Advisor · Apply · locations · Chandler · Hunt Valley · Lincoln · Rolling Meadows · Jacksonville · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Descripti ...
-
Financial Advisor
4 weeks ago
Thrivent Financial Services Arizona, United StatesJob description · Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people ma ...
-
Entry-Level Financial Advisor
2 weeks ago
New York Life Chandler, United StatesOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility ...
-
Financial Advisor
3 weeks ago
Key Wealth Management Scottsdale, United StatesAs part of the applicant process, its necessary to take this survey. Take the survey here: · Key Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women. Our mission is helping clients live a life they love and helping them liv ...
-
Financial Services Advisor
2 weeks ago
Carrington College Mesa, United StatesJob Description · Job DescriptionWho Are We: Carrington College helps students achieve success by providing them with "hands-on" training that uses the technologies and processes that are used in the field, allowing them to build their confidence while they "learn by doing". Our ...
Entry-Level Financial Advisor - Chandler, United States - New York Life - Lance Gillman
Description
Job Description
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, 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 our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
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 ability 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.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)1. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world2. New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.
Financial Service Professionals offer 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 are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see
Compensation:$100,000 - $150,000 at plan
Responsibilities:What we're looking for...
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We had over 176 years of industry success. Some of our accolades include:
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman Senior Partner, New York Life