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Entry-Level Financial Services Representative

2 months ago

Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time
About the Role

New York Life Insurance Company is seeking a highly motivated and ambitious individual to join our team as a Financial Professional in training. As a Financial Professional, you will have the opportunity to work with experienced agents and advisors, providing personalized recommendations and solutions to clients.

Key Responsibilities
  • Client Engagement: Build relationships with clients by understanding their financial goals and providing tailored advice and solutions.
  • In-Depth Analysis: Conduct thorough financial needs analyses to identify areas of improvement and provide suitable recommendations.
  • Educational Presentations: Deliver informative and engaging presentations to educate clients on insurance products and financial planning strategies.
  • Cross-Selling: Identify opportunities to enhance clients' coverage and financial portfolios by offering additional insurance products.
  • Networking: Attend networking events and actively seek out potential clients to expand your professional network.
  • Self-Development: Continuously enhance your knowledge of insurance products, industry regulations, and financial planning techniques to better serve your clients.
Requirements
  • Educational Background: Bachelor's degree in finance, business, or a related field is preferred but not required.
  • Professional Skills: Strong communication skills, both oral and written, with the ability to explain complex financial concepts in a clear and concise manner.
  • Entrepreneurial Mindset: Self-motivated with a drive to succeed in a competitive sales environment.
  • Networking Abilities: Proven ability to build and expand a professional network through relationship building and referral generation.
  • Integrity and Ethics: Commitment to maintaining the highest ethical and professional standards in all client interactions.
  • Technology Proficiency: Comfortable using computer applications and digital tools to facilitate client meetings and presentations.
  • Licensing: Must have or obtain a Life & Accident/Health license; ability to obtain SIE, Series 6 and 63.