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Investment Services Consultant

2 months ago

Columbia, South Carolina, United States NYL - Lafayette Team Full time
Job Overview

At NYL - Lafayette Team, our commitment is to deliver financial stability and assurance through our comprehensive suite of insurance, annuity, and investment offerings. We prioritize integrity and compassion in all our engagements with clients, partners, and colleagues. With a foundation of confidence and humility, we act as responsible stewards for the future, dedicated to being present for our clients when they need us most.

We are currently in search of a motivated and driven individual who embodies integrity and is passionate about positively influencing the lives of others. By leveraging our extensive range of financial products and services, you will assist clients in formulating a robust, long-term strategy to meet their financial aspirations.

Training and Development

NYL - Lafayette Team provides a thorough three-year training program, along with marketing support and technical assistance. Our initiatives enable you to collaborate with successful, seasoned agents and managers who will guide you in building a client base. You will receive the resources and ongoing support that you would expect from a leading financial institution.

About NYL - Lafayette Team

NYL - Lafayette Team is recognized as one of the most reputable financial organizations globally. We have consistently achieved top financial strength ratings from major rating agencies, affirming our stability and reliability. Our team has been acknowledged for excellence in the financial services industry, with numerous accolades highlighting our commitment to outstanding service.

Compensation

Our compensation structure is designed to reward your efforts, with the potential to earn $100,000+ based on performance.

Key Responsibilities
  • Engage in educational meetings or seminars to understand client risk tolerance and financial objectives, ensuring informed financial advice.
  • Provide tailored financial recommendations encompassing savings plans, insurance policies, mutual fund investments, and other financial products.
  • Continuously identify and cultivate prospects using various marketing tools, establishing strong relationships as a trusted advisor.
  • Develop customized financial plans based on each client's unique life and financial needs.
  • Collaborate with clients to gather personal financial information, including status, cash flow, and expectations for documentation.
Qualifications
  • Demonstrated relationship management skills and/or relevant experience.
  • Ability to effectively network to discover potential new clients.
  • Strong communication skills to convey complex concepts while upholding principles of honesty and integrity.
About the Company

NYL - Lafayette Team actively recruits and hires numerous new agents annually, many of whom are seasoned professionals seeking a more fulfilling career path. Joining our team presents an excellent opportunity for individuals aiming to establish a financial services business with substantial income potential, assist others in achieving financial security, and enjoy a flexible work schedule. We provide exceptional guidance, support, and training for those who aspire to excel in this field.