Financial Advisor

Posted 5 months agoViewed
90000 - 150000 USD per year
United StatesFull-TimeFinancial Services
Company:New York Life Iowa office
Location:United States
Languages:English
Seniority level:Senior, Direct experience in the financial services business
Experience:Direct experience in the financial services business
Skills:
Financial analysisAccount ManagementClient relationship managementSales experience
Requirements:
Direct experience in the financial services business Securities licenses required Sales experience Entrepreneurial mindset with desire for continuous learning Strong communication skills (listening, explaining complex information simply) Strong business acumen and professional demeanor Eagerness to network and develop relationships Sincere desire to help others Desire to engage community and leverage personal networks
Responsibilities:
Run a client-based practice with company support Provide long-term financial strategies (life insurance, investments, annuities, mutual funds) Understand and educate clients on financial needs and future preparation Promote customized financial strategies Cultivate client relationships for family financial security Network and prospect new clients
About the Company
New York Life Iowa office
View Company Profile
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