Sales Advisor
Company Description
For over 180 years, New York Life has been a trusted leader in offering insurance, investment, retirement, and advisory services. As a mutual company, we prioritize integrity, transparency, and objectivity, fostering a culture that values diversity, innovation, and career development. Committed to community, our New York Life Foundation supports local initiatives through giving and volunteerism. We provide resources for personal and professional growth, empowering employees to thrive in their careers. New York Life is an Equal Opportunity Employer, promoting inclusivity and respect for all individuals.
Role Description
This is a full-time on-site role in Frisco, TX, for a Financial Advisor. The Financial Advisor will collaborate with clients to assess their financial goals and develop personalized strategies. Responsibilities include creating financial plans, assisting with investments, offering retirement planning services, and advising clients on financial matters. The role also involves building and maintaining strong client relationships, staying updated on market trends, and adhering to industry compliance standards.
Qualifications
- Proficiency in Financial Planning and Sales
- Knowledge of Investments and related services
- Experience in Retirement Planning
- Exceptional communication, interpersonal, and client management skills
- Customer Service
- Experience in financial services or a related field is preferred
- Bachelor’s degree in Finance, Entrepreneurship, Business, or sales related field
- Licenses for relevant financial products and services, or willingness to obtain them