Entry-Level Financial Advisor

New York Life Iowa General Office • Cedar Rapids, IA

6d

About The Position

As a Financial Advisor at New York Life’s Iowa General Office, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a full-time, client-based role where you run your own practice but have the support of a Fortune 100 company and are aligned with a company where hard work is valued and rewarded. Your core responsibility will be to provide clients with customized solutions through selling life insurance, investments, and long-term care insurance that set them up for the future. You will be making a living with a lot of room for growth while making an impactful difference in someone’s life. This is a sales role that includes a salary plus commission, quarterly and yearly bonuses, as well as full benefits for yourself and your family members. In this role, you will participate in a comprehensive three-year training program that includes marketing support, prospecting guidance, and technical assistance. Our programs give you the opportunity to collaborate with highly successful, established agents and managers who will help you build and grow your clientele. As a Fortune 100 company, New York Life provides the resources and ongoing support you need to succeed. Create customized financial plans using the products and services we offer based on each client's potential life and financial needs Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Networking and building your personal book of business through establishing professional networks and prospecting for new clients Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security Leverage marketing and social media tools to identify and secure new clients who can benefit from having a trusted financial service professional Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Training/Resource Benefits: Personalized coaching and mentorship from dedicated training professionals Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship Support from corporate development managers and product consultants to assist you Access to digital sales, prospecting, and marketing tools Opportunity to earn professional designations and certifications Sales incentives and professional development trips for top performers Full benefits, including medical, dental, vision, life, and disability insurance 401(K) and pension plan for eligible full-time agents Must live in the State of Iowa Do you consider yourself to have these qualities? Sales knowledge Strong communication skills and the ability to talk to anyone easily A great mindset Enjoy engaging in your community and networking Self-starter and eager to learn new things If so, apply for a rewarding career as an Entry-Level Financial Advisor with the New York Life Iowa General Office. We'd love to talk with you.  Please note: We, unfortunately, can only accept applicants who are either U.S. Citizens or reside within the United States. We currently do not support US H-1B visas. To be considered for a role at the Iowa General Office, a candidate must live in the state of Iowa.

Requirements

• Sales knowledge
• Strong communication skills and the ability to talk to anyone easily
• A great mindset
• Enjoy engaging in your community and networking
• Self-starter and eager to learn new things
• Must live in the State of Iowa
• U.S. Citizens or reside within the United States

Responsibilities

• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Networking and building your personal book of business through establishing professional networks and prospecting for new clients
• Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
• Leverage marketing and social media tools to identify and secure new clients who can benefit from having a trusted financial service professional
• Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations

Benefits

• Full benefits, including medical, dental, vision, life, and disability insurance
• 401(K) and pension plan for eligible full-time agents
• Sales incentives and professional development trips for top performers

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed