Licensed Financial Advisor Health Insurance

Are you a Licensed Financial Advisor passionate about making a lasting difference in people’s lives? Join our team at NYL - Boston, where you’ll work alongside a group of dedicated financial professionals committed to guiding clients toward long-term financial success and security. This is more than a job — it’s a chance to build meaningful relationships and help individuals and families achieve peace of mind about their financial future.

What You’ll Do:

• Deliver personalized financial advice and solutions
• Develop and implement custom financial strategies
• Build long-term client relationships built on trust, transparency, and service
• Stay up to date on financial products, market trends, and regulatory changes What Sets Us Apart:
• A culture rooted in integrity, professionalism, and client-first values
• Supportive environment for ongoing education and career growth
• Access to industry-leading tools, training, and mentorship Responsibilities:
• Develop personalized financial plans for clients based on their individual goals and risk tolerance
• Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives
• Provide expert advice on a wide range of financial products and services to help clients make informed decisions
• Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients

Qualifications:

• Have a life insurance license (required)
• Health, SIE, and Series 6 Preferred but not required
• Proficient in financial planning software
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Expertise in maintaining and growing client portfolios
• Ability to conduct client discovery meetings and regular financial reviews
• Skilled in prospecting, lead generation, and referral development
• Comfortable with setting and achieving sales targets Compensation: $115,000 - $150,000 yearly

• Develop personalized financial plans for clients based on their individual goals and risk tolerance
• Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives
• Provide expert advice on a wide range of financial products and services to help clients make informed decisions
• Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients
• Build and maintain strong relationships with clients to foster trust and loyalty in the financial advisor-client partnership

Compensation:
$115,000-$150,000 per year