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Job description
As a Financial Advisor on the Fast-Track Management path with New York Life, you'll dive into a role that propels both your career and clients' financial futures. With over 170 years of success, we’re aligned with clients' interests and priorities, creating a supportive and collaborative environment where growth is encouraged. You’ll leverage our strong financial ratings and industry accolades to make a meaningful impact, backed by our commitment to empowering you with the tools and support needed for success. This opportunity is perfect for someone with exceptional customer service skills and a drive to excel in the ever-evolving insurance industry. You’ll enjoy flexible work arrangements, competitive salaries, and clear career progression opportunities. We value innovation and employee development, fostering a setting where your success and the success of clients go hand in hand. Let’s build a brighter future together, and join us in making a difference as part of a dynamic team. Responsibilities: • • Guide clients in developing personalized financial plans that align with their goals and aspirations. • Analyze clients' financial status and provide tailored advice on investments, insurance, and retirement planning. • Foster long-term relationships with clients by maintaining regular communication and offering ongoing support. • Collaborate with team members to share insights and strategies, enhancing our collective expertise. • Stay informed on industry trends and regulatory changes to ensure clients receive the most current advice. • Utilize New York Life's resources and tools to deliver exceptional service and achieve client satisfaction. • Participate in professional development opportunities to enhance your skills and advance your career path in management. Qualifications: • • Experience in financial planning, investment advisory, or a related field. • Ability to build and maintain strong client relationships through effective communication and trust-building. • Proven track record of achieving sales targets and delivering exceptional customer service. • Strong analytical skills to assess clients' financial situations and provide tailored advice. • Familiarity with insurance products and retirement planning strategies. • Ability to collaborate effectively with team members to share insights and enhance collective expertise. • Commitment to continuous learning and professional development to stay updated on industry trends and regulations. Compensation: $100,000 - $185,000 at plan
n• Guide clients in developing personalized financial plans that align with their goals and aspirations. • Analyze clients' financial status and provide tailored advice on investments, insurance, and retirement planning. • Foster long-term relationships with clients by maintaining regular communication and offering ongoing support. • Collaborate with team members to share insights and strategies, enhancing our collective expertise. • Stay informed on industry trends and regulatory changes to ensure clients receive the most current advice. • Utilize New York Life's resources and tools to deliver exceptional service and achieve client satisfaction. • Participate in professional development opportunities to enhance your skills and advance your career path in management.
nCompensation:
$100,000-$185,000 per year
Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.