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Entry Level Financial Professional

2 months ago

Houston, United States New York Life Full time
Description

Our team is rapidly expanding and we are looking for a skilled & motivated Financial Professional. As a Financial Professional, you will be responsible for providing financial guidance and solutions to help clients achieve their financial goals. If you like working with people, have an entrepreneurial spirit, and genuinely enjoy helping others, you've come to the right place. At New York Life, you can take all those skills and use them to build a successful practice of your own. Best of all, our team is fully invested in you. We provide complete training, education, and support-everything you need to build your own practice as a licensed financial professional.

Responsibilities

•Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
•Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
•Customize financial plans for each client based on potential life changes and changing financial needs
•Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
•Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

Qualifications

•Superior relationship skills, communication skills, and customer service skills are necessary
•Entrepreneurial mindset
•Relevant knowledge of the financial industry, financial products, and best practices is preferred
•Experience in sales & finance is helpful but not required