Financial Advisor

New York Life Iowa General Office • Des Moines, IA

1d • Onsite

About The Position

We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

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
• Must be either U.S. Citizens or reside within the United States
• Do not support US H-1B visas

Nice To Haves

• Great listening skills
• Analytics-based strategies
• Passion for developing long-term relationships
• Interest in financial data, estate planning, business administration, mutual funds, and more
• Great communication skills
• Eye for detail

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

• 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

What This Job Offers

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