Financial Advisor

Simple Staffing

Jacksonville, Florida

JOB DETAILS
SKILLS
Business Development, Business Growth, Coaching, Customer Relationship Management (CRM), Customer Support/Service, Develop and Maintain Customers, Entrepreneurship, Financial Planning, Financial Services, Financial Strategy, Funding, Insurance, Leadership, Mentoring, Relationship Marketing, Retirement Planning, Sales Management, Sales Prospecting, Strategic Planning
LOCATION
Jacksonville, Florida
POSTED
6 days ago
Description

​* Simple Staffing is hiring for this position on behalf of New York Life *

Whether you're a recent graduate, changing careers, or looking for greater long-term opportunity, you'll receive comprehensive training, support, mentorship, and the resources to help you build a successful career as a Financial Professional in the financial services industry.

WHY JOIN NEW YORK LIFE?

• Comprehensive training and licensing support—no prior financial services experience required

• One-on-one coaching and mentorship from experienced professionals

• Flexible career path with significant long-term income potential

• Leadership opportunities through New York Life's Accelerated Path to Management Program for professionals who qualify

• Access to proven business development, client relationship management, marketing, and prospecting tools designed to help you grow your business

Responsibilities include:

• Build lasting relationships with individuals, families, and business owners

• Help clients develop personalized financial planning strategies through relationship-based planning and ongoing client service

• Guide clients through important decisions involving retirement planning, wealth accumulation, education funding, financial protection, and other long-term financial goals

• Develop client base through networking, referrals, and community involvement

• Recommend insurance and financial services solutions tailored to each client's unique needs

• Continuously develop your professional skills through coaching, mentorship and ongoing education

WHO WE'RE LOOKING FOR

• We're looking for people with character, curiosity, and a desire to grow.

• Successful candidates are typically:

• Coachable and eager to learn

• Strong communicators who enjoy building relationships

• Goal-oriented and self-motivated

• Entrepreneurial and willing to take ownership of their success

• Interested in building a long-term profession

About the Company

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Simple Staffing