Financial Services Representative

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation :

$115,917 yearly

Responsibilities :

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events / circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time

Qualifications :

Must live within 100 miles of the office in Wall Township, NJ

About Company

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Awards & Accolades...

We’re proud of our financial strength.

We’re proud of the training we offer