Financial Advisor Trainee
New York Life Insurance Company is seeking motivated individuals to launch their careers as Financial Advisors. The role involves building client relationships, developing business and marketing plans, and providing financial solutions to clients' needs.
Responsibilities
- Build relationships with clients beyond a financial/transnational basis
- Develop your professional skills and sales knowledge
- Develop and implement business and marketing plans
- Prospect for potential clients
- Schedule appointments and meet with clients
- Discuss financial concerns and needs of individuals
- Present potential solutions using our world class suite of products and services
- Provide ongoing support to existing clients
Skills
- Organized, detail-oriented and excellent time management skills
- Strong sales, leadership and communication skills
- Ability to work in a team based environment
- Highly self-motivated and self-disciplined
- Relationship building and networking abilities
- Ability to commute to San Antonio, TX 78230 (Required)
- Ability to relocate to San Antonio, TX 78230 before starting work (Required)
- FINRA Series 6/63, Series 7 not required
- College Degree preferred
- Sales experience preferred
- Life & Health Insurance License not required (company will pay for sponsorship)
- Previous Insurance sales industry experience not required
- Financial Industry background a plus
- Bilingual English/Spanish a plus but not required
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Company Overview