Company: New York Life Orlando

Location: Orlando, FL

Expected salary:

Job date: Wed, 15 Oct 2025 22:36:19 GMT

Job description:

Job Description: Performing Financial Advisors

As a Performing Financial Advisor at New York Life, you will play a pivotal role in guiding clients through their financial journeys. This position is designed for individuals who are passionate about helping others achieve their financial goals while leveraging cutting-edge digital tools.

Key Responsibilities:

• Client Engagement: Build and maintain strong relationships with clients, understanding their unique financial needs and goals to offer tailored advice.

• Financial Planning: Develop comprehensive financial strategies that encompass investments, retirement planning, insurance, and estate planning.

• Digital Tools Utilization: Utilize a suite of advanced digital sales and prospecting tools provided by New York Life to streamline processes and enhance client interactions.

• Ongoing Support: Receive training and support from experts within the company, ensuring you have the knowledge and resources to answer client inquiries and provide exemplary service.

• Performance Growth: Continuously refine your skills and expertise in the financial advisory field, leveraging training programs and digital resources to drive personal and professional growth.

Qualifications:

• Strong communication and interpersonal skills.
• A passion for financial planning and client success.
• A proactive attitude towards learning and utilizing digital technologies.
• Previous experience in finance or sales is a plus, but not required.

What We Offer:

• Comprehensive training programs designed to equip you for success.
• Access to a network of financial experts for guidance and support.
• A robust suite of digital tools to enhance your sales and prospecting efforts.

Join New York Life as a Financial Advisor and empower individuals and families to achieve financial stability and growth!