Entry-Level Financial Service Professional

NYL - John Kelly; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a dynamic life insurance agent to assist clients in achieving their financial goals. As a successful candidate, you will provide personalized financial strategies, leveraging the company's extensive product offerings, while building a rewarding career in an established and reputable firm.

Qualifications

• Ability to prospect new potential clients.
• Effective communication of complex programs and ideas.
• Experience in relationship management.

Responsibilities

• Help clients implement financial recommendations.
• Collect personal financial information for CRM.
• Identify and secure new clients via marketing tools.
• Participate in educational meetings relevant to clients.
• Create individualized financial plans.

Skills

Networking

Integrity

Relationship Management

Job description

NYL - John Kelly • New York , NY , US

Posted a month ago

Description

Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients! We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a life insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve. Join us today!

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer

Qualifications

• The ability to successfully network to prospect, new potential clients, is a must
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas are required
• Strong relationship management skills and/or experience required

Compensation

$60,000 - $90,000 at Plan per year

About NYL - John Kelly

About NYL - John Kelly: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.