Entry Level Financial Advisor

Job Description

Job Description

Must live in the state of Iowa.

As a Financial Advisor at New York Life, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a client-based role where you run your own practice but have the support of a Fortune 100 company and are aligned with a company where hard work is valued and rewarded. Your core responsibility will be to provide your clients with customized solutions through selling life insurance, investments, and long-term care insurance that set them up for the future. You will be making a living with a lot of room for growth while making an impactful difference in someone’s life.

This is a sales role that includes a salary plus commission, quarterly, and yearly bonuses as well as full benefits for yourself and your family members.

In this role, you will participate in a comprehensive three-year training program that includes marketing support, prospecting guidance, and technical assistance. Our programs give you the opportunity to collaborate with highly successful, established agents and managers who will help you build and grow your clientele. As a Fortune 100 company, New York Life provides the resources and ongoing support you need to succeed.

Responsibilities :

• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Educate clients on how to plan for their future financially if the event of unfortunate life circumstances occur
• Help clients implement financial recommendations such as life insurance, saving plans, mutual funds and other financial products
• Networking and building your personal book of business through establishing professional networks and prospecting for new clients
• Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
• Leverage marketing and social media tools to identify, pursue an secure new clients who can benefit from having a trusted financial service professional
• Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow and financial expectations

Training / Resource Benefits :

Qualifications :

Do you consider yourself to have these qualities?

If so, apply for a rewarding career as an Entry-Level Financial Advisor at New York Life Des Moines’ general office. We'd love to talk with you.

Compensation :

$40,000 - $70,000 yearly

About New York Life :

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

New York Life sold its first life insurance policy in Iowa in 1850, one year after Des Moines was incorporated as a town and less than four years after Iowa entered the Union as the 29th state. Here in the Iowa General Office, we provide insurance, investment and retirement solutions, along with expert guidance to help clients achieve lifelong financial well-being.