New York Life Insurance Co

Experienced Financial Advisor

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Previous experience as a Financial Advisor or in a similar client-facing financial services role
  • Ability to develop and maintain strong client relationships
  • Experience in business development, prospecting, or relationship management
  • Strong communication and interpersonal skills
  • Self-motivated with a growth-oriented mindset
  • Organizational and time-management skills
  • Commitment to high client service standards
  • Relevant licenses preferred; willingness to obtain additional licenses required

Responsibilities

  • Work with individuals, families, and business owners to understand their financial goals
  • Develop tailored financial strategies based on client needs
  • Focus on building long-term relationships with clients
  • Expand the practice through referrals and networking
  • Engage in new business development activities
  • Provide exceptional client service to enhance client experience
  • Collaborate with team members to leverage resources for client benefit

Benefits

  • Opportunity for professional growth and further practice development
  • Access to resources and support to assist in client interactions
  • Collaborative team environment to enhance service delivery
  • Focus on building deeper client relationships
Full Job Description
Description

New York Life - Team Andrade | Bridgewater, MA

Are you an experienced financial professional looking for an opportunity to grow your practice, expand your capabilities, and build deeper relationships with your clients?

New York Life - Team Andrade is seeking experienced Financial Advisors who are motivated to take the next step in their careers. This opportunity is designed for established professionals who bring experience in financial services, insurance, investments, wealth management, or financial planning and are looking for the resources, support, and professional environment to continue growing their practice.

As a Financial Advisor, you'll work with individuals, families, and business owners to understand their financial goals and develop strategies designed around their unique needs. You'll focus on building long-term client relationships while growing your business through referrals, networking, professional relationships, and new business development.

Responsibilities

$44

Qualifications
• Previous experience as a Financial Advisor, Financial Professional, Wealth Advisor, Registered Representative, Insurance Professional, or similar client-facing financial services role
• Demonstrated ability to develop and maintain strong client relationships
• Proven business-development, prospecting, or relationship-management experience
• Strong communication, presentation, and interpersonal skills
• Self-motivated with a business-minded and growth-oriented mindset
• Strong organizational and time-management skills
• Commitment to providing a high level of client service
• Appropriate insurance and/or securities licenses preferred; candidates should be willing and able to obtain any additional licenses required for their role
• Bachelor's degree preferred

About New York Life Insurance Co

New York Life Insurance Company is a mutual life insurance company in the United States and one of the life insurers in the world, ranking #88 on the 2014 Fortune 500 list with over $540 billion in total assets under management, and more than $19 billion in surplus and AVR. New York Life and its subsidiaries provide insurance, investment, and retirement solutions. For 175 years, the company has been helping people put their love into action. It was founded in 1845 and is headquartered in New York.

New York Life Insurance Co Careers

Join the esteemed team at New York Life Insurance Co, a leader in the insurance industry, and propel your career to new heights with unparalleled job opportunities. As one of the most respected names in life insurance, we offer a platform where professionalism meets innovation, creating an environment ripe for personal and professional growth.

Work You’ll Do

At New York Life Insurance Co, you will be part of a culture that cherishes diversity and fosters leadership. Our team is composed of skilled professionals dedicated to providing financial security and peace of mind to our clients. By joining us, you will collaborate with top-tier experts in finance and insurance, leveraging your skills to make a meaningful impact.

Explore Career Paths

Whether you are seeking an internship, a full-time position, or a leadership role, New York Life Insurance Co provides a variety of career paths to help you achieve your professional goals. Our commitment to career development is evident through extensive training programs and continuous learning opportunities that ensure our team remains at the forefront of the industry.

Innovate and Lead

Embrace the opportunity to lead projects that drive innovation within the company and the insurance industry. New York Life Insurance Co is at the intersection of tradition and innovation, where we constantly strive to develop solutions that anticipate the needs of our clients.

Be Part of a Great Team

Our team at New York Life Insurance Co is our greatest asset. We thrive on collaboration and respect each other’s contributions, creating a supportive and inclusive workplace. Here, networking and mentorship go hand in hand with day-to-day operations, providing a robust support system for career advancement.

Future-Proof Your Career

With New York Life Insurance Co, your career is future-proofed with endless opportunities for advancement. Our comprehensive benefits package supports your life both inside and outside of work, while our leadership and diversity training prepare you to take on new challenges.

Join Our Team

Search for open positions that match your skills and interests. We are hiring creative, curious, and motivated individuals who are ready to drive their careers forward. Explore our job opportunities and find out how your talents can make a difference at New York Life Insurance Co.

Stay Connected

Keep up to date with the latest industry trends, career tips, and company news through our Careers Blog. Personalize your experience by subscribing to job alert emails, tailored to your preferences, and discover the exciting and rewarding opportunities that await at New York Life Insurance Co.

Prepare for Your Interview

Ready to join us? Prepare your resume and sharpen your interview skills to become part of a company that values vision, leadership, and a commitment to excellence. At New York Life Insurance Co, we are not just offering a job; we are offering a pathway to success.

New York Life Insurance Co – A Place Where Careers Are Made

From fostering innovation to encouraging diversity, New York Life Insurance Co is where you can pursue your passions and grow your career. Join us and make a difference in the lives of our clients and communities every day.
Learn more about New York Life Insurance Co
Size
11,960 employees
Industry
Founded
1845

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