financial advisors and life insurance agents

Company Description New York Life Group Benefit Solutions brings over 100 years of expertise in providing innovative benefits solutions. We partner with employers to deliver customized offerings, including disability, life, absence management, and voluntary supplemental health benefits. Our comprehensive approach is designed to simplify administration, support employees, and improve outcomes. As part of New York Life, our products and services are provided through trusted subsidiaries like Life Insurance Company of North America and New York Life Insurance and Annuity Corporation. Role Description This is a full-time, on-site role located in San Antonio, TX, for Financial Advisors and Life Insurance Agents. In this role, you will assist clients in understanding their financial goals and develop comprehensive plans to meet those objectives. Daily responsibilities include evaluating financial needs, providing tailored financial and insurance solutions, and guiding clients in investment and retirement planning. Additionally, you will cultivate and manage long-term client relationships and provide expert advisory services. Qualifications Expertise in Financial Planning and Financial Advisory servicesSolid knowledge of Finance, Investments, and the ability to offer tailored solutionsProficiency in Retirement Planning and understanding of diverse financial productsStrong interpersonal and communication skills for building client relationshipsProven ability to analyze complex financial information and provide actionable insightsRelevant certifications (e.g., CFP, Series 6/7 licenses) are a plusBachelor's degree in Finance, Economics, Business Administration, or a related field preferred