Financial Representative

1 month ago


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

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today

Compensation:

$115,917 yearly

Responsibilities:
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

  • 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:
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

  • Sales experience preferred, but not required
  • Entrepreneurial mindset
  • Strong communication skills both written and verbal
  • 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 our 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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