Now Hiring - New York Life Insurance Company - Financial Representative in Orlando, FL

Full description of the position

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $70,000 - $113,000 Responsibilities: * Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor * Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products * Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations * Design customized financial plans suitable for each client based on potential life changes and changing financial needs * Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: * Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary * Excellent math skills, relationship skills, communication skills, and customer service skills are crucial * Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential * Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital * Bachelor's degree in business administration, finance, or related field is required About Company * About New York Life - Orlando We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA)1. For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.