Job Description

Are you ready to embark on the journey of becoming a Financial Representative in Orlando, FL? Take a glimpse at the opportunities awaiting you in the world of financial advising. In the last half-decade, what milestones have you accomplished? Where do you envision yourself in the next five years? If you are eager to carve your career path while having the security of a reputable organization, consider joining New York Life. We offer you a unique blend of entrepreneurial freedom and the stability of a company with 177 years of industry expertise and a Fortune 500 standing. Be a part of our dedicated team of professionals, where your innovative solutions can enhance our sales strategies and attract more clients. Join us on this quest to expand your clientele, deliver exceptional customer service, and cultivate lasting relationships. Paid Licenses: • Series 6/7 • Series 63/65/66 • CFP through the American College • Various other designations like the CLU, and more! Comprehensive Benefits: • 401k • Health insurance • Vision coverage • Pension plan • And more! Responsibilities: • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Establish strong relationships with new clients as their trusted advisors and continuously identify, seek, and approach prospects • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Customize financial plans for each client based on potential life changes and changing financial needs Qualifications: • 4-year College Degree is preferred but not required • Strong interpersonal skills, customer service focused, willing to go the “extra mile” • Articulate communicator both verbally and in writing • Prior sales and/or business experience preferred • High enterprising focus, confident self-starter, innate problem solver, committed lifetime learner • Fully capable of working individually, highly adaptable to a team environment 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.

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