Financial Accountant managing Income Statement and Balance Sheet at SafetyCulture. Involved in process improvement projects and supporting business growth decisions.
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Hybrid Successor Advisor – Insurance & Financial Services
Posted 4 months ago
About the role
- Successor Advisor role at New York Life advising clients on financial goals and asset protection. Building client relationships and transitioning a book of business in Bettendorf, Iowa.
Responsibilities
- Running a client-based practice of your own with the backing and support of a Fortune 100 company.
- Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+.
- Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
- Promoting customized ways for clients to achieve their long-term financial goals.
- Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
- Networking and prospecting new clients to maximize your client-based practice.
Requirements
- Located in Bettendorf, Iowa or nearby community.
- Experience in insurance, financial advising, or related fields.
- Sales experience
- Active insurance licenses (or willingness to obtain)
- FINRA securities licensing - Series 6/63, 7/66 (or willingness to obtain)
- Entrepreneurial mindset with desire for continuous learning.
- Strong communication skills – excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper.
- Strong business acumen and professional business demeanor.
- Eagerness to network, ability to develop relationships and sincere desire to help others.
- Desire to engage your community and leverage personal networks/contacts.
Benefits
- Medical
- Dental
- Vision
- 401(k)
- Pension
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