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!
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another.
Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose : to be there when our policy owners need us.
Compensation :
$79,500 - $106,500 at plan yearly
Responsibilities :
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Qualifications :
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
About Company
New York Life, a prestigious Fortune 100 company with a 179-year legacy, is a global leader in financial services, ranked as the 26th largest money manager worldwide.
Renowned for our highest financial strength ratings and a holistic approach to client service, we offer comprehensive support through all stages of financial planning.
Our commitment to excellence provides a rewarding career path in financial services, inviting you to be part of our enduring success story.
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