Job Description
Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:
$117,000
Responsibilities:
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
Qualifications:
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Valid FINRA Series 7 & 63/66 preferred but not required
- Possesses outstanding interpersonal and communication skills
- Prior health insurance or life insurance experience a bonus
- Must have graduated from high school or received a GED; a Bachelor’s degree is desired
- Previous customer service or experience as a sales representative preferred
- Current Life & Health insurance license is greatly valued
About Company
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. With over 170 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #69 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)
Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity