Financial Consultant

Join us at NYL - Matthews as an Experienced Sales Advisor, where you'll empower clients to achieve their financial dreams. Your expertise will be crucial in crafting strategies that build lasting, trusting relationships, fostering our mission of long-term client success. With over 175 years of history, New York Life stands as a trusted partner in the insurance industry, offering stability and innovation that keep us at the forefront. As part of our team, you'll be backed by a Fortune 100 company, committed to your growth and development. We value diversity and inclusion, ensuring a supportive, welcoming environment for all. Bring your proven track record and exceptional communication skills to a place where your contributions truly matter. Ready to make an impact? Responsibilities Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Design customized financial plans suitable for each client based on potential life changes and changing financial needs Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Requires a Bachelor’s degree in finance, business administration, or related field Compensation Compensation: $89,000 - $122,000 per year #J-18808-Ljbffr