Financial Representative
1 month ago
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
- 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 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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