Entry Level Financial Advisor

1 month ago

Dallas, United States New York Life DFW Full time
Description

We are looking for a motivated, enthusiastic individual to join our team as an Entry Level Financial Advisor. This position is located in DFW and is ideal for someone who has knowledge of the financial industry and is eager to learn more. The successful candidate will provide advice and guidance to customers regarding investments, retirement plans, taxes, insurance, and other financial products. They will also help customers assess their financial needs, devise an appropriate strategy, and recommend relevant financial solutions. A great attitude and strong communication skills are essential for this role. The right candidate will demonstrate an understanding of the financial services industry and possess a strong desire to learn more.

The successful applicant will be responsible for providing knowledgeable advice to customers concerning investments, pensions, taxes, insurance, and other financial products. Additionally, this individual will evaluate customers' financial needs and design suitable strategies to recommend the most suitable solutions. It is essential that the successful individual has a pleasant attitude and excellent communication capabilities.

Responsibilities

•Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals
•Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios
•Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs
•Develop and deliver risk management strategies for each customer based on their risk profile
•Maintain professional relationships with the clientele and excellent customer service
•Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education
•Attend training and obtain relevant licenses in a timely manner
•Consistent communication with the leadership team

Qualifications

Required:

•High school diploma required
•Candidates should have basic computer skills and be able to use Microsoft Office programs, including email
•Excellent communication, customer service, analytical, and interpersonal skills
•Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63
•Demonstrate self-discipline in a hybrid work environment

Preferred:

•Bachelor's degree
•Some experience with a CRM or sales lead software is beneficial
•Some experience in a direct sales environment is beneficial
•Zoom proficiency for virtual settings

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