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Entry Level Financial Advisor

New York Life Insurance - Hudson Valley

New Windsor, NY

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JOB DETAILS
SKILLS
Annuities, Best Practices, Chinese Language, Communication Skills, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Dental Insurance, Develop and Maintain Customers, Finance, Financial Analysis, Financial Planning, Financial Services, Funding, Futures, Health Insurance, Industry/Trade Analysis, Insurance, Interpersonal Skills, Life Insurance, Microsoft Office, Needs Assessment, Regulations, Relationship Management, Retirement Planning, Sales, Sales Management, Sales Pipeline, Sales Prospecting, Set Goals, Strategic Planning, Team Player, Training Program, Training/Teaching, Tuition Fees, Vietnamese Language, Vision Plan
LOCATION
New Windsor, NY
POSTED
30+ days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Donation matching
  • Employee discounts
  • Flexible schedule
  • Free food & snacks
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Tuition assistance
  • Vision insurance
  • Wellness resources

About the Role:
Join New York Life Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding career helping clients achieve their financial goals. This is an exciting opportunity to develop your skills in a supportive environment while making a positive impact in the community.

Responsibilities:
  • Assist clients in identifying their financial goals and developing tailored strategies.
  • Provide expert guidance on insurance products, investments, and retirement planning.
  • Conduct comprehensive financial needs analyses for clients.
  • Build and maintain strong client relationships through excellent service and follow-up.
  • Stay updated on industry trends and regulatory changes to provide informed advice.
  • Participate in ongoing training and development programs to enhance your skills.
  • Collaborate with team members to share insights and best practices.
  • Utilize CRM tools to track client interactions and manage your pipeline effectively.
Requirements:
  • Bachelor's degree in finance, business, or a related field preferred.
  • Strong communication and interpersonal skills to engage with clients effectively.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Desire to learn and grow within the financial services industry.
  • Previous experience in sales or customer service is a plus.
  • Life and Health Insurance licenses are preferred or must be obtained shortly after hiring.
  • Proficiency in Microsoft Office Suite and CRM software.
  • Strong ethical standards and a commitment to client confidentiality.
Qualifications:
  • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
  • Ability to successfully network to prospect new potential clients is a must
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
  • Relationship management skills are required
About New York Life - Robert Rice
New York Life Insurance - Hudson Valley has been a trusted provider of financial services for over 175 years. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We pride ourselves on our commitment to helping clients secure their financial futures, and our employees enjoy a collaborative and empowering work environment that fosters personal and professional growth.

Our 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 with 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.


Some of our accolades include:


  • A promise to work with you to build a strong financial future for both you and your clients
  • #69 on Fortune 100 in 2020
  • A leading company with many agents qualifying for MDRT2 year after year
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)
  • Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 
  • 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. 
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

About the Company

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New York Life Insurance - Hudson Valley

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