Entry-Level Financial Service Professional

About the role

New York Life is seeking a driven self-starter with strong principles to join our team. The ideal candidate will be passionate about making a positive difference in the lives of others.

Responsibilities

• Assess each client’s potential life and financial needs to create an individualized financial plan leveraging the products and services we offer.
• Research and provide financial advice and strategies through educational meetings or seminars tailored to client risk tolerance and financial objectives.
• Identify, seek out, and generate prospects continuously using social media or other marketing tools, building strong relationships with new clients as their trusted advisors.
• Collect and organize each client’s financial information using a CRM to determine financial status, goals, cash flow, and expectations.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.

Qualifications

• Successful networking to prospect new potential clients is essential.
• Effective relationship management skills are required.
• Uncompromising integrity and the ability to communicate complex programs and ideas clearly are necessary.

About New York Life

New York Life is a leading financial company known for its high financial strength ratings and long-standing reputation. We are committed to providing our clients with the best possible financial solutions and services. As a mutual company, we are fully aligned with the interests of our policyholders, ensuring that our focus remains on delivering value to them.

Pay

$60,000 - $100,000 yearly

Schedule

Not specified