Aspiring Financial Advisor: Training Path

NYL Nassau-Suffolk Region; Melville (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

NYL Nassau-Suffolk Region in Melville, NY is seeking an entry-level Financial Service Professional to help clients build solid financial foundations using insurance, annuities, and investments. The company backs a three-year training program with marketing support and expert mentorship within a Fortune 100 organization.

The role emphasizes integrity, client-focused service, and long-term relationships, with opportunities to develop a clientele through seminars and personalized meetings.

Qualifications

• Ability to successfully network to prospect new potential clients.
• Effective relationship management skills.
• Integrity and ability to communicate complex programs and ideas.

Responsibilities

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

Skills

Networking

Relationship management

Communication

Job description

NYL Nassau-Suffolk Region in Melville, NY is seeking an entry-level Financial Service Professional to help clients build solid financial foundations using insurance, annuities, and investments. The company backs a three-year training program with marketing support and expert mentorship within a Fortune 100 organization.

The role emphasizes integrity, client-focused service, and long-term relationships, with opportunities to develop a clientele through seminars and personalized meetings.