Financial Services Representative
4 weeks ago
About the Role:
New York Life is seeking a skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing financial advice and strategies to clients, helping them achieve their financial goals and secure their financial futures.
Key Responsibilities:
- Collect and organize client financial information to determine their financial status, goals, and expectations.
- Employ a research-based approach to providing financial advice and strategies based on client risk tolerance and financial goals.
- Help clients implement financial recommendations, such as life insurance, savings plans, mutual funds, and other financial products.
- Develop customized financial plans using the products and services offered by New York Life, based on each client's potential life and financial needs.
- Utilize social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.
Requirements:
- Ability to communicate complex financial concepts and maintain strong principles such as honesty and integrity.
- Strong relationship management skills and/or experience required.
- Ability to successfully network to prospect new potential clients.
- Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required.
Compensation:
$120,000 per year
New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life:
New York Life is among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world.
New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
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