Entry-Level Financial Services Professional

3 days ago


Dallas, Texas, United States New York Life DFW Full time
Role Overview
Entry-Level Financial Advisor
About the Position We are looking for an ambitious and enthusiastic individual to fill the role of an Entry-Level Financial Advisor. This opening is ideal for those keen on broadening their expertise and competencies in finance. As a member of our team, you will provide expert advice on investments, retirement planning, taxes, insurance, and other financial instruments to clients in Frisco, TX.
Key Responsibilities Your primary responsibilities will include maintaining CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals. You will also implement sales strategies and tactics proven effective in maintaining and growing customer portfolios. Additionally, you will listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs. Effective communication skills and a positive outlook are vital traits for excelling in this position.
Compensation and Benefits The estimated annual salary range for this position is $75,000 - $95,000+, depending on experience and performance. Our company offers a competitive compensation package, including a comprehensive benefits program, professional development opportunities, and a commitment to ongoing learning and development.

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