Financial Advisor Trainee

New York Life Insurance Company is seeking motivated individuals to launch their careers as Financial Advisors. The role involves building client relationships, developing business and marketing plans, and providing financial solutions to clients' needs.ResponsibilitiesBuild relationships with clients beyond a financial/transnational basisDevelop your professional skills and sales knowledgeDevelop and implement business and marketing plansProspect for potential clientsSchedule appointments and meet with clientsDiscuss financial concerns and needs of individualsPresent potential solutions using our world class suite of products and servicesProvide ongoing support to existing clientsSkillsOrganized, detail-oriented and excellent time management skillsStrong sales, leadership and communication skillsAbility to work in a team based environmentHighly self-motivated and self-disciplinedRelationship building and networking abilitiesAbility to commute to San Antonio, TX 78230 (Required)Ability to relocate to San Antonio, TX 78230 before starting work (Required)FINRA Series 6/63, Series 7 not requiredCollege Degree preferredSales experience preferredLife & Health Insurance License not required (company will pay for sponsorship)Previous Insurance sales industry experience not requiredFinancial Industry background a plusBilingual English/Spanish a plus but not requiredBenefits401(k)401(k) matchingDental insuranceFlexible scheduleHealth insurancePaid time offVision insuranceCompany OverviewFor over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.



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