Financial Representative

New York Life - Orlando

Financial Representative

Orlando, FL
Paid
  • Responsibilities

    Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. Responsibilities: • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Compensation: $70,000 - $113,000

  • Compensation
    $70,000-$113,000 per year