Marketing Insurance Advisor
New York Life - Carpio Team - Melville, New York, us, 11775Work at New York Life - Carpio Team
Overview
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Overview
If you think you are the right match for the following opportunity, apply after reading the complete description.• Bonus incentives• Weekly stipend• We pay for you to get licensed• Performance-based yearly trips providedResponsibilities:
Marketing the business through various platforms and avenuesSupport clients’ progress toward their financial goals through strategic product, plan, and investment recommendationsGather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth managementSeek, identify, and secure strong relationships with new clients by serving as their trusted financial advisorEmbrace the role of a structured yet coachable team player open to continued education and training from other team membersCustomize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needsQualifications:
CompetitiveEntrepreneurialCoachableCommunicativeSelf-disciplinedAuthenticRelationship BuildingBachelor’s degree in Finance & Business Administration (Qualifies you for our NYLIFE Securities LLC Program) would be a plus but not requiredMBA degree- (Qualifies you for our Fast-Track Management Program) would be a plus but not requiredCompensation:
$125,000
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