Entry-Level Financial Specialist

New York Life; Newark (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life, NJ General Office, seeks an Entry-Level Financial Specialist eager to start a career in insurance and financial planning. You’ll work closely with clients to develop strategies that secure their financial future and grow through our structured training program.

You’ll build relationships, analyze financial data, and provide guidance on products and investments to help clients reach their long-term goals while serving the community with integrity and dedication.

Qualifications

• Experience in building and maintaining strong client relationships
• Ability to analyze financial data and provide strategic recommendations
• Proven communication and interpersonal skills
• Familiarity with financial services, including estate planning and mutual funds
• Strong problem-solving skills with a focus on client-centric solutions
• Ability to work independently and as part of a collaborative team
• Eagerness to learn and grow within the financial services industry through our training program

Responsibilities

• Develop strong relationships within local communities
• Engage in a top-notch training program within the financial services industry
• Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives
• Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects
• Devise sustainable financial solutions tailored to clients' long‑term needs
• Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions

Skills

Client relationships

Financial analysis

Communication skills

Financial services knowledge

Team collaboration

Willingness to learn

Job description

At New York Life-NJ General Office, we're looking for an Entry-Level Financial Specialist who is ready to step into the world of insurance with enthusiasm and commitment. You’ll have the opportunity to work closely with clients, helping to develop strategies that secure their financial future. Our company, with its rich 180+ year history and a reputation for excellence, offers a supportive environment where you can grow your career while making a real difference in people's lives. You'll be part of a team that values your insights and encourages your professional development.

Compensation: $60,000 - $90,000 at plan annually

Qualifications

• Experience in building and maintaining strong client relationships
• Ability to analyze financial data and provide strategic recommendations
• Proven track record of effective communication and interpersonal skills
• Familiarity with financial services, including estate planning and mutual funds
• Strong problem-solving skills with a focus on client-centric solutions
• Ability to work independently and as part of a collaborative team
• Eagerness to learn and grow within the financial services industry through our training program

Responsibilities

• Develop strong relationships within local communities
• Engage in a top-notch training program within the financial services industry
• Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives
• Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects
• Devise sustainable financial solutions tailored to clients' long‑term needs
• Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions