New York Life Insurance Co

Experienced Wealth Advisor

New York Life Insurance Co$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Experience in financial advisory or insurance sales, with a proven track record of meeting client needs.
  • Ability to develop and implement personalized financial strategies that align with clients' goals.
  • Proven track record of building and maintaining strong client relationships.
  • Ability to stay informed about industry trends and regulatory changes to provide current advice.
  • Experience collaborating with mentors and sales managers to enhance advisory skills.
  • Strong communication skills for community outreach and networking.
  • Ability to work with product consultants to tailor solutions for clients' evolving financial situations.

Responsibilities

  • Cultivate and maintain strong relationships with clients to ensure financial goals are met.
  • Develop personalized financial strategies using New York Life's extensive resources.
  • Collaborate with a mentor and sales development manager to enhance advisory skills.
  • Stay informed about industry trends to provide the best advice to clients.
  • Utilize NYLIC University for ongoing knowledge and expertise in financial services.
  • Engage in community outreach to build a professional network in the Boston-Quincy area.
  • Work closely with product consultants to create tailored financial solutions.

Benefits

  • Access to extensive resources and tools at New York Life.
  • Ongoing education through NYLIC University.
  • Support from a dedicated mentor and sales development manager.
  • Opportunities for community engagement and networking.
  • Collaboration with product consultants to customize client solutions.
Full Job Description
Responsibilities
• Cultivate and maintain strong relationships with clients, ensuring their financial goals are understood and met.
• Develop personalized financial strategies that align with clients' needs, leveraging New York Life's comprehensive resources.
• Collaborate with a dedicated mentor and sales development manager to enhance your advisory skills and client service.
• Stay informed about industry trends and regulatory changes to provide clients with the most current advice.
• Utilize New York Life's NYLIC University to continuously expand your knowledge and expertise in financial services.
• Engage in community outreach to build your network and establish yourself as a trusted advisor in the Boston-Quincy area.
• Work closely with product consultants to tailor solutions that best fit clients' evolving financial situations and objectives.

Qualifications
• Experience in financial advisory or insurance sales, with a proven track record of meeting client needs.
• Ability to develop and implement personalized financial strategies that align with clients' goals.
• Proven track record of building and maintaining strong client relationships.
• Ability to stay informed about industry trends and regulatory changes to provide current advice.
• Experience collaborating with mentors and sales managers to enhance advisory skills.
• Strong communication skills to effectively engage in community outreach and network building.
• Ability to work closely with product consultants to tailor solutions for clients' evolving financial situations.

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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