Financial Professional

WizeHire, Inc; Boston (MA); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability insurance

Group term life insurance

Job summary

New York Life - John Judkins is seeking a dedicated financial service professional based in Boston, Massachusetts. The role involves working closely with clients to assess their financial needs and provide tailored financial advice, including savings plans, life insurance policies, and investment solutions.

Applicants should possess relationship management skills and be adept at networking to attract new clients. The ideal candidate will be able to articulate complex financial concepts clearly, ensuring integrity in all client interactions.

This full-time position offers a competitive compensation range of $75,000 to $125,000, based on commission. Full-time employees are eligible for comprehensive medical, dental, and vision insurance.

Qualifications

• Ability to network effectively to identify new clients.
• Strong principles of honesty and integrity.
• Must be capable of communicating complicated financial concepts.

Responsibilities

• Collect personal financial information from clients.
• Provide financial recommendations for various products.
• Use marketing tools to identify and secure new clients.
• Create individualized financial plans based on client needs.

Skills

Relationship management skills

Networking skills

Communication of complex concepts

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.

Responsibilities

• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM.
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
• 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.
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer.

Qualifications

• Relationship management skills are required.
• Required to effectively network to identify potential new clients.
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.

Compensation

$75,000 - $125,000 at plan commission.

Equal Opportunity Employer M/F/D/V. 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.