Junior Financial Advisor
1 week ago
Are you interested in launching your career in the insurance and financial services sector? Gaining insights from experienced professionals can significantly enhance your journey.
Become a part of New York Life Insurance Company, a leading organization committed to assisting individuals and families in achieving financial stability as a Financial Professional in training.
This role offers the chance to be guided by and collaborate with seasoned agents and advisors, helping to shape your professional development and success.
We provide a flexible hybrid work environment, enabling you to work remotely while maintaining a strong connection with our local team.
What distinguishes us? At New York Life, we prioritize comprehensive training and continuous support to ensure your success. You will receive the necessary guidance and resources to develop proficiency in insurance offerings and financial planning, empowering you to deliver personalized advice and solutions to clients. This dynamic position allows you to cultivate relationships, educate clients, and assist them in making informed decisions to protect their financial future.
If you are enthusiastic about embarking on a fulfilling career in insurance and financial services, passionate about making a positive difference, eager to set your own pace and income goals, and looking to join a supportive and collaborative team, New York Life Insurance Michigan is the right opportunity for you.
Client Relationship Management:
Foster relationships with clients by understanding their financial aspirations and providing customized advice and solutions.
Comprehensive Financial Analysis:
Perform detailed financial needs assessments to identify improvement areas and offer appropriate recommendations.
Informative Presentations: Conduct engaging presentations to educate clients on insurance products and financial planning strategies.
Cross-Selling Opportunities: Recognize chances to enhance clients' coverage and financial portfolios by suggesting additional insurance products.
Networking Initiatives: Participate in networking events and proactively seek potential clients to broaden your professional network.
Continuous Learning:
Regularly enhance your knowledge of insurance products, industry regulations, and financial planning techniques to better serve your clients.
Qualifications
Educational Background: A bachelor's degree in finance, business, or a related field is preferred but not mandatory.
Professional Skills: Excellent communication skills, both verbal and written, with the ability to convey complex financial concepts clearly and concisely.
Entrepreneurial Spirit:
Self-driven with a strong desire to excel in a competitive sales environment.
Networking Skills: Proven ability to build and expand a professional network through relationship building and referrals.
Integrity and Professionalism: Commitment to upholding the highest ethical and professional standards in all client interactions.
Technological Proficiency: Comfortable utilizing computer applications and digital tools to facilitate client meetings and presentations.
Licensing Requirements: Must possess or be able to obtain a Life & Accident/Health license; capability to acquire SIE, Series 6, and 63 licenses.
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