Financial Advisor

New York Life - Albuquerque Region

Financial Advisor

Albuquerque, NM
Full Time
Paid
  • Responsibilities

    Thrilling chance available in Albuquerque for a Financial Advisor. A mix of purpose and financial benefits. Aid clients in safeguarding their financial futures. Flexible workload and schedule. Opportunities for career advancement. Bright career prospects with both personal and financial gratification. Responsibilities: • Meet with clients in Albuquerque to review their financial goals, needs, and individual circumstances. • Provide personalized suggestions to clients in Albuquerque regarding suitable life insurance plans and financial products that match their specific needs. • Introduce and advocate for various life insurance policies, such as term, whole, and universal life insurance alternatives, to clients in Albuquerque. • Assist clients in Albuquerque with accurately completing insurance applications and ensuring the submission of all necessary documentation. • Collaborate with insurance companies to streamline the underwriting process and address any concerns that may arise for clients in Albuquerque. • Educate clients in Albuquerque about insurance products, coverage options, and the benefits of different policies. • Offer ongoing assistance to clients in Albuquerque, including policy reviews, updates, and adjustments as their needs change. • Stay updated on industry trends, new products, and regulatory changes to provide clients in Albuquerque with the most relevant advice. • Ensure compliance with legal and regulatory standards at all times, including maintaining the appropriate licensing and certifications in Albuquerque. • Build and maintain strong relationships with clients in Albuquerque to establish trust and foster long-term loyalty. • Achieve sales targets and performance goals established by the insurance company or agency for clients in Albuquerque. Qualifications: • Excellent verbal and written communication skills are essential to effectively explain intricate insurance concepts and policies to clients in Albuquerque, NM. • Proven track record in sales is crucial for successfully selling various insurance products and adeptly handling any objections that may arise. • Demonstrating empathy and active listening skills is vital for genuinely understanding clients' financial circumstances, requirements, and objectives. • Strong analytical abilities are necessary to evaluate clients' financial situations and suggest suitable insurance solutions tailored to their needs. • Meticulous attention to detail is fundamental for accurately completing applications, managing paperwork, and ensuring compliance with industry regulations. • Exceptional organizational skills are needed to efficiently manage multiple clients and tasks while maintaining precise records. • Self-motivation is key to achieving sales targets and meeting personal and professional goals in the financial advisory role. • Upholding high ethical standards is paramount for preserving integrity and professionalism when dealing with clients and handling confidential information. • A customer-focused approach is critical for providing outstanding service and fostering enduring relationships with clients. • Adaptability is essential for adapting to changing market conditions and effectively meeting clients' evolving needs. • Proficiency in financial products, particularly life insurance options and basic financial planning principles, is a requirement. • Possession of relevant state licenses and certifications, or the willingness to obtain them, is necessary for practicing as a financial advisor in Albuquerque, NM. • Comfort with utilizing CRM software, online tools, and other technological resources is important for efficiently managing client information and sales processes. Compensation: $50,000 - $100,000 at plan yearly

    • •
    • Meet with clients in Albuquerque to review their financial goals, needs, and individual circumstances. •
    • Provide personalized suggestions to clients in Albuquerque regarding suitable life insurance plans and financial products that match their specific needs. •
    • Introduce and advocate for various life insurance policies, such as term, whole, and universal life insurance alternatives, to clients in Albuquerque. •
    • Assist clients in Albuquerque with accurately completing insurance applications and ensuring the submission of all necessary documentation. •
    • Collaborate with insurance companies to streamline the underwriting process and address any concerns that may arise for clients in Albuquerque. •
    • Educate clients in Albuquerque about insurance products, coverage options, and the benefits of different policies. •
    • Offer ongoing assistance to clients in Albuquerque, including policy reviews, updates, and adjustments as their needs change. •
    • Stay updated on industry trends, new products, and regulatory changes to provide clients in Albuquerque with the most relevant advice. •
    • Ensure compliance with legal and regulatory standards at all times, including maintaining the appropriate licensing and certifications in Albuquerque. •
    • Build and maintain strong relationships with clients in Albuquerque to establish trust and foster long-term loyalty. •
    • Achieve sales targets and performance goals established by the insurance company or agency for clients in Albuquerque.

  • Compensation
    $50,000-$100,000 per year