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Personal Financial Advisor
Waltham, MA
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New York Life Insurance Company

Financial Advisor / Registered Representative / Agent

Job Description

Financial Advisor / Registered Representative / Agent New York Life Insurance Company Waltham, MA Job Details Full-time $90,000 - $300,000 a year 21 hours ago Benefits Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance 401(k) matching Flexible schedule Life insurance Qualifications Training program Spanish Financial sales Vietnamese Risk management Gujarati Portuguese Business planning Chinese Insurance sales Full Job Description Financial Advisor / Registered Representative /
Agent Career Description:
Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer a comprehensive array of financial products and services to help clients develop a long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to: risk management, retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy and estate planning.
Training, Support and Professional Development:
New York Life offers a comprehensive two-year training program, marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity 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, with the ability to run your own practice._ You will be in business for yourself - but never by yourself. _
Qualifications:
We require motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and ability to communicate complex ideas.
Facts:
New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table 2, with more members than any other financial institution in the world.
Mission statement and values:
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. Nguyen B. Mai, CLU Senior Partner
NEW YORK LIFE BOSTON GENERAL OFFICE 201
Jones Road, 5thFloor, East Elevators, Waltham, MA 02451 Direct Line (781) 647-4100 Ext. 10847.
Local Offices:
Waltham, Westborough, Andover, Hyannis, Rockland, Bridgewater and Johnston RI. Financial Advisors 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. Agents offer insurance through New York Life Ins. Co. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies 1 Individual Third-Party Ratings Reports as of 11/1/2022 2 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity -SMRU 1925916 exp 2/7/2024
Benefit Conditions:
Only full-time employees eligible
Paid Training:
No Management:
Front End Manager Ops Manager Typical end time: 5PM Typical start time: 9
AM Job Type:
Full-time Pay:
$90,000.00 - $300,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance
Language:
Vietnamese (Preferred) Chinese (Preferred) Portuguese (Preferred) Gujarati (Preferred) Hindi (Preferred) Spanish (Preferred) Korean (Preferred)
Work Location:
Hybrid remote in Waltham, MA

Benefits

  • Paid Time Off (PTO)
  • Financial Aid/Assistance
  • Professional Development
  • Mentorships
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