EntryLevel Financial Advisor

NYL - DFW; Dallas (TX); Hybrid; USD 75,000 - 95,000; Full time

Job summary

Join a dynamic team as an Entry-Level Financial Advisor, where you will support clients in navigating their financial journeys. This role is perfect for those eager to expand their financial knowledge and skills while providing tailored advice on investments, retirement planning, and insurance. Collaborate closely with clients to assess their financial needs and create customized strategies that resonate with their goals. An established player in the financial sector offers a supportive environment that encourages continuous learning and professional growth. If you're passionate about finance and dedicated to client success, this opportunity is your gateway to a rewarding career.

Qualifications

• High school diploma required; bachelor's preferred.
• Candidates must be licensed or willing to obtain necessary licenses.

Responsibilities

• Maintain CRM databases and customer records to track sales progress.
• Develop personalized financial strategies based on client assessments.

Skills

Communication Skills

Customer Service

Analytical Skills

Interpersonal Skills

Self-discipline

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Office

CRM Software

Job description

Are you an ambitious and enthusiastic individual with a deep interest in the financial sector? Come aboard our team as an Entry-Level Financial Advisor located in Frisco, TX. This opening is ideal for those keen on broadening their expertise and competencies in finance. The perfect candidate will provide expert advice on investments, retirement planning, taxes, insurance, and other financial instruments. You will collaborate closely with clients to evaluate their financial needs, create customized strategies, and suggest suitable financial remedies. Effective communication skills and a positive outlook are vital traits for excelling in this position. We are in search of an individual who not only understands the financial services industry but also demonstrates a strong dedication to ongoing learning and development. As the chosen candidate, you will deliver clients well-informed guidance on investments, retirement funds, taxes, insurance, and a variety of financial products. Your responsibilities will include assessing clients' financial goals and designing personalized strategies to recommend the most appropriate choices.

Responsibilities:

1. Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals.
2. Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios.
3. Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs.
4. Develop and deliver risk management strategies for each customer based on their risk profile.
5. Maintain professional relationships with the clientele and excellent customer service.
6. Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education.
7. Attend training and obtain relevant licenses in a timely manner.
8. Consistent communication with the leadership team.

Qualifications:

Required:

1. High school diploma required.
2. Candidates should have basic computer skills and be able to use Microsoft Office programs, including email.
3. Excellent communication, customer service, analytical, and interpersonal skills.
4. Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63.
5. Demonstrate self-discipline in a hybrid work environment.

Preferred:

1. Bachelor’s degree.
2. Some experience with a CRM or sales lead software is beneficial.
3. Some experience in a direct sales environment is beneficial.
4. Zoom proficiency for virtual settings.

Compensation:
$75,000 - $95,000 per year