Financial Services Representative
4 weeks ago
We are seeking a highly motivated and self-disciplined Financial Services Representative to join our team at New York Life Nassau-Suffolk Region. As a Financial Services Representative, you will have the opportunity to build a successful career in the financial services industry, helping clients develop a long-term financial strategy to achieve their financial goals.
Our comprehensive three-year training program will equip you with the skills and knowledge necessary to succeed in this role. You will work closely with experienced agents and managers to develop a clientele and provide financial advice and strategies to clients based on their risk tolerance and financial goals.
As a Financial Services Representative, you will be responsible for:
- Collecting personal financial information from clients, including status, cash flow, and expectations
- Employing a research-based approach to providing financial advice and strategies
- Helping clients implement financial recommendations, such as life insurance, savings plans, mutual funds, and other financial products
- Identifying, seeking out, and generating prospects continuously using social media or other marketing tools
- Assessing each client's potential life and financial needs to create an individualized financial plan
We are looking for individuals who possess the following characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships and a sincere desire to help others
- Fearless, positive attitude and willingness to be accountable for results
- Organized, detail-oriented, and excellent time-management skills
- The desire for continuous learning
- Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner
- Required to effectively network to identify potential new clients
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas
New York Life is a Fortune 100 company with a long history of financial strength and stability. We offer a comprehensive benefits package, including medical, dental, vision, long-term disability, and group term life insurance. If you are a driven self-starter with strong principles and a desire to make a positive difference in the lives of others, we encourage you to apply for this exciting opportunity.
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