EntryLevel Financial Service Professional

NYL - John Kelly; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading financial services company in New York is seeking a motivated life insurance agent to help clients achieve their financial goals. You will implement financial recommendations and leverage tools to secure new clients. Strong networking and relationship management skills are required. The position offers a competitive compensation plan ranging from $60,000 to $90,000 annually.

Qualifications

• Ability to effectively communicate complex programs and ideas.
• Uncompromising integrity.
• Experience in relationship management.

Responsibilities

• Help clients implement financial recommendations.
• Work with clients to collect financial information.
• Leverage social media tools to secure new clients.
• Participate in educational meetings or seminars.
• Assess client needs to create individualized financial plans.

Skills

Strong relationship management skills

Networking to prospect new clients

Effective communication skills

Job description

Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients! We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a life insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve. Join us today! Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional • Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer Qualifications: • The ability to successfully network to prospect, new potential clients, is a must • Uncompromising integrity and the ability to effectively communicate complex programs and ideas are required • Strong relationship management skills and/or experience required Compensation: $60,000 - $90,000 at Plan per year

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional • Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer

Compensation:
$60,000-$90,000 per year