Financial Advisor

New York Life•Southfield, MI

16d•Remote

About The Position

Financial Professional: Are you a leader who has the following traits? Competitive, Forward-thinking, Coachable, Communicative, Self-disciplined, Authentic. If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

Requirements

Ability to educate clients on insurance and investment products to empower informed decision-making.
Proven track record of building and maintaining strong client relationships through regular communication.
Skill in analyzing financial situations to identify opportunities for growth and risk management.
Ability to collaborate with clients to adjust financial strategies as their needs and circumstances evolve.
Proficiency in utilizing digital tools to streamline client interactions and enhance service delivery.
Commitment to staying informed about industry trends and regulatory changes to provide up-to-date advice.

Responsibilities

Guide clients in developing personalized financial plans that align with their long-term goals.
Educate clients on a range of insurance and investment products to empower informed decision-making.
Build and maintain strong client relationships through regular communication and trust-building activities.
Analyze clients' financial situations to identify opportunities for growth and risk management.
Collaborate with clients to adjust their financial strategies as their needs and circumstances evolve.
Utilize digital tools to streamline client interactions and enhance service delivery.
Stay informed about industry trends and regulatory changes to provide up-to-date advice and solutions to clients.