Financial Advisor

New York Life - Albuquerque Region

Financial Advisor

Albuquerque, NM
Full Time
Paid
  • Responsibilities

    - Exciting opportunity awaits in Albuquerque for a Financial Advisor- Blend of purpose and financial gains- Assist clients in securing their financial futures- Flexibility in workload and schedule- Room for professional growth- Promising career with personal and financial rewards Responsibilities: • Meet with clients in Albuquerque to discuss their financial objectives, needs, and personal situations. • Provide recommendations to clients in Albuquerque on suitable life insurance plans and financial products tailored to their specific requirements. • Present and promote a variety of life insurance policies, such as term, whole, and universal life insurance options, to clients in Albuquerque. • Assist clients in Albuquerque with completing insurance applications accurately and ensuring all required documentation is submitted. • Collaborate with insurance companies to facilitate the underwriting process and address any concerns that may arise for clients in Albuquerque. • Educate clients in Albuquerque about insurance products, coverage choices, and the advantages of various policies. • Offer continuous support to clients in Albuquerque, including policy evaluations, updates, and adjustments as their needs evolve. • Keep up to date with industry trends, new products, and regulatory modifications to provide clients in Albuquerque with the best guidance. • Ensure compliance with legal and regulatory requirements at all times, including maintaining appropriate licensing and certifications in Albuquerque. • Establish and maintain strong relationships with clients in Albuquerque to build trust and encourage long-term client loyalty. • Attain sales targets and performance objectives set by the insurance company or agency for clients in Albuquerque. Qualifications: • Excellent communication skills are essential for clearly articulating complex insurance concepts and policies to clients in Albuquerque, NM. • Proven sales abilities are necessary to effectively sell various insurance products and skillfully address any objections that may arise. • Demonstrating empathy and strong listening skills is crucial for understanding clients' financial situations, needs, and goals genuinely. • Analytical skills are required to assess clients' financial circumstances and recommend appropriate insurance solutions tailored to their needs. • Attention to detail is vital for accurately completing applications, managing paperwork, and ensuring compliance with industry regulations. • Strong organizational skills are needed to efficiently handle multiple clients and tasks while maintaining precise records. • Self-motivation is key to meeting sales targets and achieving both personal and professional objectives in the financial advisory role. • Upholding high ethical standards is paramount for maintaining integrity and professionalism when interacting with clients and handling confidential information. • A customer-centric approach is essential for delivering exceptional service and building lasting relationships with clients. • Adaptability is crucial for adjusting to evolving market conditions and meeting the changing needs of clients effectively. • Knowledge of financial products, particularly life insurance options and fundamental financial planning principles, is a must. • Possession of relevant state licenses and certifications, or the willingness to obtain them, is necessary for operating as a financial advisor in Albuquerque, NM. • Comfort with utilizing CRM software, online tools, and other technological resources is important for managing client information and sales processes efficiently. Compensation: $50,000 at plan yearly

    • •
    • Meet with clients in Albuquerque to discuss their financial objectives, needs, and personal situations. •
    • Provide recommendations to clients in Albuquerque on suitable life insurance plans and financial products tailored to their specific requirements. •
    • Present and promote a variety of life insurance policies, such as term, whole, and universal life insurance options, to clients in Albuquerque. •
    • Assist clients in Albuquerque with completing insurance applications accurately and ensuring all required documentation is submitted. •
    • Collaborate with insurance companies to facilitate the underwriting process and address any concerns that may arise for clients in Albuquerque. •
    • Educate clients in Albuquerque about insurance products, coverage choices, and the advantages of various policies. •
    • Offer continuous support to clients in Albuquerque, including policy evaluations, updates, and adjustments as their needs evolve. •
    • Keep up to date with industry trends, new products, and regulatory modifications to provide clients in Albuquerque with the best guidance. •
    • Ensure compliance with legal and regulatory requirements at all times, including maintaining appropriate licensing and certifications in Albuquerque. •
    • Establish and maintain strong relationships with clients in Albuquerque to build trust and encourage long-term client loyalty. •
    • Attain sales targets and performance objectives set by the insurance company or agency for clients in Albuquerque.

  • Compensation
    $50,000 per year