Overview
Financial Advisor Jobs in Bridgewater, MA at NYL – Patrick Piscitelli
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.
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.
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 http://fortune.com/fortune500/
Compensation:
$80,000 – $100,000 at plan
Responsibilities:
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
Hire, develop, and help us expand our field of advisors across the state
Lead and motivate our sales team by setting a sales plan for each sales associate, identifying individual sales targets, and overseeing training programs to make sure they’re successful
Coach and counsel your sales team members, evaluate their performance, and offer suggestions for improvement
Identify new sales opportunities, emerging markets, and lead-generation programs to keep us growing
Build and execute business plans to expand our sales volume and help create new sales goals
Aid Agents in presenting client solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds
Transition into management as an Associate Partner once you have achieved the program requirements
Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
Select, hire, and grow your financial professional’s team as an associate partner
Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program
Qualifications:
Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
Strong relationship management skills and/or experience required
Required to effectively network to identify potential new clients
3-5 years of experience in insurance or investment sales management as a sales executive or in a leadership role in the sales department
Exemplary communication skills, leadership skills, and analytical skills
Proven track record of sales success
Experience in the financial services industry and/or insurance industry is required
Sales experience needed
Experience in the financial services industry and/or insurance industry is required
If you are:
Highly motivated
Goal-oriented
A strong communicator
Organized
Seeking a rewarding and challenging career
We would like to learn more about you!
About Company
New York Life is a Fortune 100 company with a long history
of doing good. We have been in business for over 175 years,
helping generations of Americans protect their families and
attain their financial goals. As a mutual company, we are
accountable only to our policyholders, not to Wall Street or
outside investors. We are focused on the long-term success
of our clients.
Awards & Accolades…
We’re proud of our financial strength.5
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)
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Title: Financial Advisor
Company: NYL – Patrick Piscitelli
Location: Bridgewater, MA
