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Financial Services Representative

2 months ago

Newnan, Georgia, United States New York Life Greater Atlanta Full time
Financial Professional Role

This position is a client-centric role that benefits from the support of a Fortune 100 company. As a Financial Professional with New York Life Greater Atlanta, you will guide individuals, families, and businesses towards their desired financial futures by leveraging our extensive insurance and financial product lines.

You'll have the opportunity to start your career while being aligned with a company that values hard work and rewards it. Successful financial sales are built on excellent communication, strong math and analytical skills, and informed decision-making.

Key Traits of Our Most Successful Associates:

  • Passion for helping others
  • Integrity
  • Attitude for success
  • Enthusiasm
  • Self-discipline
  • Resilience
  • Goal-Oriented
  • Coachable

Responsibilities:

  • Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs
  • Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Qualifications:

  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus

Compensation: $75,000 - $105,000 at plan