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Financial Services Representative

2 months ago

Washington DC USA, United States New York Life Full time
Unlock Your Potential in the Financial Services Industry

We're seeking a motivated and results-driven individual to join our team as a Financial Services Representative. As a key member of our team, you will play a critical role in helping clients achieve their financial goals and objectives.

Key Responsibilities:
  • Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Embrace the role of a coachable team player open to continued education and training from other team members
  • Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
  • Understand the economic markets and use resources to leverage your expertise
  • Be there in times of need when clients need us most
Qualifications:
  • FINRA Series 7/6, SIE, and 63/66 are preferred but not required
  • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products is necessary
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed
  • Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A bachelor's degree in business administration, finance, or a similarly related field is desired but not required
What We Offer:
  • Competitive compensation package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

We're committed to helping our clients achieve their financial goals and objectives. If you're a motivated and results-driven individual who is passionate about the financial services industry, we encourage you to apply for this exciting opportunity.