EntryLevel Financial Service Professional

NYL Nassau-Suffolk Region; Melville (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability insurance

Group term life insurance

Job summary

NYL Nassau-Suffolk Region is seeking a Financial Service Professional in Melville, New York. The role involves implementing financial strategies, providing tailored recommendations, and fostering long-term relationships with clients. Candidates must demonstrate integrity, networking capabilities, and strong relationship management skills. The compensation ranges from $60,000 to $100,000 annually, and offers benefits like medical and dental insurance for agents and their dependents.

Qualifications

• Uncompromising integrity and ability to communicate complex ideas.
• Ability to successfully network and prospect for clients.
• Strong relationship management skills or experience.

Responsibilities

• Implement marketing tools to generate prospects.
• Research and provide financial advice in educational meetings.
• Provide financial recommendations for various products.
• Collect personal financial information from clients.
• Develop tailored financial plans for clients.

Skills

Integrity

Networking

Relationship management

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.

Responsibilities

• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances

Qualifications

• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Must have the ability to successfully network and prospect for new clients
• Strong relationship management skills and/or experience required

Compensation

$60,000–$100,000 per year

Benefits

• Immediately eligible for medical, dental, vision, long-term disability, and group term life insurance as a full-time agent (and dependents)
• Resources and ongoing support provided by a large financial services organization

Equal Opportunity Employer M/F/D/V