Entry-Level Financial Advisor
Company: New York Life - Fort Worth
Location: Haltom City
Posted on: September 18, 2023
Our mission is to provide financial security and peace of mind
through our insurance, annuity, and investment solutions. We act
with integrity and humanity in all our interactions with our policy
owners, business partners, and one another. Grounded in both
confidence and humility, we serve as stewards for the long term. We
are here for good, reflecting both the permanence of New York Life
and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our
policy owners need us.
Join the New York Life team as a motivated financial service
professional committed to bettering the lives of others. We want to
grow your career by helping you make our many financial products
and services available to clients who are looking for a sustainable
approach to achieving a sound financial future.
Training, Support, and Professional Development: New York Life
offers a comprehensive three-year training program, marketing
support, as well as prospecting and technical assistance. Our
programs give you the ability to work with highly successful,
established agents and managers who assist you in developing a
clientele. New York Life provides the resources and ongoing support
you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most
respected financial companies in the world. New York Life has
received the highest financial strength ratings currently awarded
to any U.S. life insurer by each of the four major rating
companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's
Investors Service (Aaa), and Fitch (AAA)--. For 65 consecutive
years, we have led the Million Dollar Round Table with more members
than any other insurance or financial institution in the world--.
New York Life has been recognized as one of the "World's Most
Admired Companies" by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services
through Eagle Strategies LLC, a Registered Investment Adviser.
Registered Representatives offer securities through NYLIFE
Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency -
Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible
for medical, dental, vision, long-term disability, and group term
life insurance. New York Life reserves the right to amend or
terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the
industry as the standard of excellence in life insurance sales
performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by "Fortune 500 ranked within
Industries, Insurance: Life, Health (Mutual)," Fortune magazine,
6/1/19. For methodology, please see
Research and provide financial advice and strategies through
educational meetings or seminars that are suitable based on client
risk tolerance and financial objectives
Assess each client's potential life and financial needs to create
an individualized financial plan that leverages the products and
serves we offer
Assist clients with decisions related to life insurance, mutual
funds, savings plans, and other financial products and services
Identify, seek out, and generate prospects continuously using
social media or other marketing tools and create strong
relationships with new clients as their trusted advisor
Collect and organize each client's financial information using a
CRM to determine financial status, financial goals, cash flow, and
Must possess uncompromising integrity and the ability to
communicate complex ideas
Ability to successfully network to prospect new potential clients
is a must
Relationship management skills are required
New York Life is among the strongest and most respected financial
companies in the world. New York Life has received the highest
financial strength ratings currently awarded to any U.S. life
insurer by each of the four major rating companies: A.M. Best
(A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa),
and Fitch (AAA)--. For 65 consecutive years, we have led the
Million Dollar Round Table with more members than any other
insurance or financial institution in the world--. New York Life
has been recognized as one of the "World's Most Admired Companies"
by Fortune Magazine for 2019.
Keywords: New York Life - Fort Worth, Haltom City , Entry-Level Financial Advisor, Accounting, Auditing , Haltom City, Texas
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