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New York Life - Davis, CA
posted 2 months ago
About the position
The Financial Advisor position at New York Life offers individuals the opportunity to make a significant impact on the financial well-being of clients, including families and small businesses. This role is not merely a sales job; it is a career with purpose, where advisors help clients navigate complex financial challenges such as retirement planning and college savings. New York Life provides extensive training, digital tools, and a supportive environment to ensure the success of its advisors.
Responsibilities
- Provide financial advice and solutions to clients.
- Help clients navigate financial challenges such as retirement and college savings.
- Build and maintain client relationships.
- Utilize digital tools for sales and marketing.
- Participate in ongoing training and professional development.
Requirements
- Strong communication skills.
- Self-discipline and authenticity.
- Ability to work independently and as part of a team.
- Desire to make a positive impact on clients' financial well-being.
Nice-to-haves
- Experience in sales or financial services.
- Knowledge of financial products and services.
Benefits
- Medical, dental, and vision insurance.
- Life and disability insurance.
- 401(k) and pension plans.
- Sales incentives and professional development trips.
