Entry-Level Financial Solutions Advisor

New York Life

Melville (NY)

On-site

USD 60,000 - 100,000

Full time

3 hours ago

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Job summary

New York Life is expanding its team and seeking a motivated financial service professional to offer a broad range of wealth and protection products to help clients build solid financial foundations and reach their monetary goals. The role includes training, marketing support, and ongoing development with resources typical of a Fortune 100 company.

We provide a three-year training program and access to established agents and managers to help you grow a clientele while working with highly

Qualifications

Ability to successfully network to prospect new potential clients is a must.
Must have effective relationship management skills.
Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.

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.
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
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.