EntryLevel Financial Advisor

New York Life - Nassau County General Office; Uniondale (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k) with a 4% match

Retirement plan

Life and Disability Insurance

Health Coverage

Job summary

New York Life Nassau County General Office is seeking a self-motivated, integrity-driven professional to help clients build long-term financial strategies. You will engage clients through educational meetings, provide recommendations across life保险 and investment products, and continuously identify new prospects using social media and traditional outreach.

A CRM-based workflow supports organized plans and ongoing client relationships.

Qualifications

• Must be able to successfully network and prospect for new clients.
• Must have effective relationship management skills.
• Integrity and the ability to explain complex programs clearly.
• Self-motivated with a strong desire to learn in the insurance/financial services field.
• Valid driver's license and access to a vehicle.
• Experience in customer service or sales is helpful but not required.

Responsibilities

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and seminars.
• Provide financial recommendations for savings plans, life insurance policies, mutual funds, and other 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.
• Use a CRM to organize each client’s financial status, goals, cash flow, and expectations for their plan.
• Create customized financial plans using the products and services offered based on each client’s needs.

Skills

Networking

Relationship management

Integrity & communication

Self-motivation

Driver's license

Tools

CRM

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life

New York Life is among the strongest and most respected financial companies in the world. New York Life has 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 & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Responsibilities

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, 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
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs

Qualifications

• Must have the ability to successfully network and prospect for new clients
• Must have effective relationship management skills
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary.
• Strong communication skills, both verbal and written, to effectively convey financial concepts.
• Self-motivated with a strong desire to learn and grow within the insurance and financial services field.
• Valid driver's license and the use of a vehicle.

Benefits

• 401(k) with a 4% match.
• Retirement plan.
• Life and Disability Insurance.

Health Coverage: Medical/Pharmacy, Dental, Vision.

Compensation: $100,000 at plan earnings

Compensation

Compensation:

$100,000 per year