Financial Services Pro: Trainee to Independent Advisor

New York Life Insurance Company; Fresno (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

W-2 Position with Full Corporate Benefits

Quarterly Stipend Incentive

Uncapped Commissions and Residuals

Pension Plan

Job summary

A leading financial services firm is seeking a Financial Services Professional in Fresno, California. Responsibilities include training, obtaining licenses, and delivering personalized financial strategies to clients. Ideal candidates should possess strong communication skills and a professional attitude, with a bachelor's degree preferred. The position offers a competitive compensation package with uncapped commissions and various benefits, including retirement plans. This role is perfect for those looking to build long-term client relationships in a supportive environment.

Qualifications

• Strong networking skills are essential for building long-term relationships with clients.
• Pleasant demeanor and discipline are required for professional interactions.
• High ethical standards and coachability are critical for this role.

Responsibilities

• Getting trained, obtaining licenses and designations.
• Use integrated CRM tools to identify new prospects.
• Deliver personalized financial strategies based on client needs.

Skills

Great Communication Skills (Written and Spoken)

Professional Attitude

Computer Savvy

Strong Networking Skills

Education

Bachelors degree (Preferred)

Job description

A leading financial services firm is seeking a Financial Services Professional in Fresno, California. Responsibilities include training, obtaining licenses, and delivering personalized financial strategies to clients. Ideal candidates should possess strong communication skills and a professional attitude, with a bachelor's degree preferred. The position offers a competitive compensation package with uncapped commissions and various benefits, including retirement plans. This role is perfect for those looking to build long-term client relationships in a supportive environment.