Financial Advisor Job at NYL Correra - Horsham, PA, Philadelphia, PA

c2I0QlZveE9SZUE3Z1A0RXZBK0p6bTE0K2c9PQ==
  • NYL Correra - Horsham, PA
  • Philadelphia, PA

Job Description

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. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability 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. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by 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 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals 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 - Equal Opportunity Employer M/F/D/V

  1. Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
  2. Source: Individual Third Party Ratings Reports as 7/30/18.
  3. MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
  4. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see
Responsibilities:
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
Qualifications:
  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
  • Required to effectively network to identify potential new clients
  • Strong relationship management skills and/or experience required

Job Tags

Full time, Part time, Immediate start,

Similar Jobs

Abbtech

Computer Technician Job at Abbtech

 ...Hello!ABBTECH Professional Resources and our partner Dell, are looking for a Computer Technician for a project in Newport Beach and Irvine, CAIf you or someone you know is interested, please apply with your most updated resume and will follow up with you to make... 

Simply Kids Dental

Pediatric Expanded Duties Dental Assistant (EDDA, EFDA) Job at Simply Kids Dental

 ...Job Title: Pediatric Expanded Duties Dental Assistant (EDDA/EFDA). Location: Colorado Springs. Employment Type: Part-Time (3-4 days/week). How would you like to work at a place that was voted The Gazette's Best Workplaces of 2024 and named Best of the... 

Kindred Bravely

Freelance Fitting Model (Oceanside, CA) Job at Kindred Bravely

 ...Kindred Bravely is looking for a Freelance Fitting Model to help us perfect the fit and feel of our maternity and nursing apparel. If you're local to Oceanside, CA and passionate about comfort, we'd love to hear from you! No prior modeling experience is required.... 

Jovie of North Texas

Nanny Job at Jovie of North Texas

 ...Sitters), and we've been a trusted source of childcare for over 20 years. With locations in nearly 200 communities across 37 states, we...  ...attentive and nurturing care for children from six weeks to 13 years old Creative Play Plan age-appropriate games, crafts, and... 

FitFUNd

Creative Kids Fit Leader (Dancers, Yogis, CPTs, Actors) Job at FitFUNd

 ...our talent pool. Our pop-up nature allows our staff to have employment flexibility to work when and where they want. We are pop-up fitness company that hosts super fun fitness programs for children. We believe moving is FUN! This is not your ordinary "gym" but more of an...