Experienced Financial Advisor
Apply NowCompany: New York Life - Orlando
Location: Orlando, FL 32828
Description:
Description
Are you an experienced Financial Advisor looking for new opportunities in Orlando, FL Area?
New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the support and guidance needed to reach their financial goals while also carving out a successful path for yourself. Our Advisors are equipped to recommend the best-suited products tailored to each client's specific needs from our wide array of financial solutions. We trust in both our products and, more significantly, in our Advisors to make sound decisions for the individuals they serve. Client satisfaction is paramount at New York Life, and we offer a comprehensive training and development program that can be adjusted to accommodate your schedule. When you come on board with us, you're becoming a part of one of the leading companies in our field.
Responsibilities
Provide exceptional customer service by onboarding new clients and ensuring retention through various tasks like scheduling appointments and addressing inquiries related to billing, coverage, eligibility, and insurance policies
Manage and process insurance claims for current policyholders while keeping track of the status of existing claims
Maintain accurate databases, records, and bookkeeping to ensure all documentation is current and up to date
Conduct consultations to assess new clients' financial needs, risk assessments, prior coverage, and financial backgrounds to enhance their overall client experience
Participate in a flexible training and development program to support your schedule, making a significant difference in this role
Qualifications
The qualities that we look for in our Advisors here at New York Life:
Sales experience preferred - an enterprising mindset
Life, Health, Variable Annuity License 2-15
Series 6 or 7 Preferred
Strong communication skills
Desire to help others
Strong business acumen
Perseverance in the face of a challenge
Ability to engage your community and leverage personal networks/contacts
Are you an experienced Financial Advisor looking for new opportunities in Orlando, FL Area?
New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the support and guidance needed to reach their financial goals while also carving out a successful path for yourself. Our Advisors are equipped to recommend the best-suited products tailored to each client's specific needs from our wide array of financial solutions. We trust in both our products and, more significantly, in our Advisors to make sound decisions for the individuals they serve. Client satisfaction is paramount at New York Life, and we offer a comprehensive training and development program that can be adjusted to accommodate your schedule. When you come on board with us, you're becoming a part of one of the leading companies in our field.
Responsibilities
Provide exceptional customer service by onboarding new clients and ensuring retention through various tasks like scheduling appointments and addressing inquiries related to billing, coverage, eligibility, and insurance policies
Manage and process insurance claims for current policyholders while keeping track of the status of existing claims
Maintain accurate databases, records, and bookkeeping to ensure all documentation is current and up to date
Conduct consultations to assess new clients' financial needs, risk assessments, prior coverage, and financial backgrounds to enhance their overall client experience
Participate in a flexible training and development program to support your schedule, making a significant difference in this role
Qualifications
The qualities that we look for in our Advisors here at New York Life:
Sales experience preferred - an enterprising mindset
Life, Health, Variable Annuity License 2-15
Series 6 or 7 Preferred
Strong communication skills
Desire to help others
Strong business acumen
Perseverance in the face of a challenge
Ability to engage your community and leverage personal networks/contacts