- Develop comprehensive financial plans for clients based on their financial goals and risk tolerance
- Regularly review and analyze clients' financial portfolios to ensure alignment with their objectives and market conditions
- Provide personalized financial advice and guidance to clients on insurance, investment opportunities, retirement planning, and wealth management strategies
- Identify new business opportunities through networking, client referrals, and strategic prospecting efforts
- Stay up-to-date on industry trends, regulations, and best practices to enhance the quality of financial services provided to clients
- Bachelor's degree in Finance or a related field
- Financial Advisor License (Series 6 or 7 and 63)
- Minimum 2 years of sales experience in the financial services industry
- Strong background in insurance products
- US Work Authorization
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Experienced Financial Professional - Tallahassee, United States - New York Life - Tallahassee - Leon
Description
Job Description
Job DescriptionAre you an Experienced Financial Professional looking to make a significant impact? Join our team at New York Life - Tallahassee - Leon in Tallahassee, FL, US, where the salary ranges from $80,000 to $120,000 yearly. We are a reputable company committed to empowering our community through financial stability. As part of our team, you will have the opportunity to work with a diverse clientele, assisting them in achieving their financial goals and securing their futures. Your expertise will be valued as you provide personalized financial solutions that make a real difference in people's lives. Take the next step in your career with us today.
Compensation:$80,000 - $120,000 yearly
Responsibilities:About New York Life...
As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
