Financial Services Representative

4 weeks ago

Wall Township, United States New York Life - Wall, NJ Full time
Job DescriptionJob Description

Our firm is rapidly expanding and we are currently looking for a new financial services representative to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today

Compensation:

$115,917 yearly

Responsibilities:
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

  • Ability to understand the needs and financial concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivating relationships, with a view to helping every family member or individual pursue financial security
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Providing compassion and guidance to clients when unfortunate life circumstances arise
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time
Qualifications:
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Sales experience preferred, but not required
  • Entrepreneurial mindset
  • Desire to help families and businesses address their financial needs
  • Strong business acumen
  • Professional business demeanor
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts
About Company

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Awards & Accolades...

We’re proud of our financial strength.

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer

  • Training Magazine’s APEX Award for 2022

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