Licensed Financial Advisor - Life & Health Insurance

Licensed Financial Advisor

• Life & Health Insurance NYL
• Boston Westborough, MA Job Details $50,000
• $150,000 a year 11 hours ago Benefits Disability insurance Health insurance 401(k) Life insurance Qualifications Life insurance knowledge Investment client management Financial product expertise Financial goal setting advisory services Financial needs assessment Health insurance sales Financial services Life & Health Insurance License Full Job Description Join NYL
• Boston and step into a role where your expertise can truly shine.

As a Licensed Financial Advisor specializing in life and health insurance, you'll guide clients toward securing their financial futures. Your work will make a lasting impact, as you deliver personalized advice and implement strategies that empower individuals and families to achieve their goals. You'll be part of a team that values transparency and service, fostering relationships that ensure peace of mind for those you serve. We're committed to your professional growth and success. With access to industry-leading tools, training, and mentorship, you'll thrive in a culture rooted in integrity and professionalism. Our comprehensive benefits package, including a 401(k), pension, and full health benefits, underscores our dedication to your well-being. Ready to take your career to the next level? Apply today, and let's work together to build a future where you and clients achieve remarkable success.

Compensation:

$50,000

• $150,000 yearly

Responsibilities:

Develop and maintain strong relationships with clients, ensuring their financial needs are met with tailored solutions. Provide expert advice on life and health insurance products, helping clients make informed decisions for their future. Collaborate with team members to design and implement strategies that align with clients' financial goals. Conduct regular reviews of clients' financial plans, adjusting strategies as needed to reflect changes in their circumstances. Stay informed about industry trends and regulatory changes to provide up-to-date advice and maintain compliance. Utilize company-provided tools and resources to enhance client interactions and streamline advisory processes. Participate in ongoing training and development opportunities to expand your expertise and advance your career within the company.

Qualifications:

Experience in delivering personalized financial advice and solutions tailored to individual client needs. Ability to develop and implement custom financial strategies that align with clients' long-term goals. Proven track record of building and nurturing long-term client relationships based on trust and transparency. Strong knowledge of financial products, market trends, and regulatory changes to provide up-to-date advice. Ability to collaborate with clients to assess their financial situations and identify areas for improvement. Experience guiding clients through the process of selecting appropriate life and health insurance products. Ability to conduct regular reviews of clients' financial plans to ensure alignment with their objectives and life changes. About Company At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

What We Offer You:

401(k) Pension Full health benefit package Life insurance Disability insurance