Associate Financial Advisor
New York Life Insurance Company
Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities • Network with and qualify prospective clients and explain the features and merits of insurance, investments, and other planning needs.
• Develops investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
• Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
• Develops long-term relationships with clients and underwriters.
• Assists clients with concerns and service issues as needed.
• Reach agreed-upon sales targets monthly. Qualifications • Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Be willing to help others.
• New York Life will pay and cover all expenses for training and the exam.
• Sales: 1 year (preferred).
• Develops investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
• Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
• Develops long-term relationships with clients and underwriters.
• Assists clients with concerns and service issues as needed.
• Reach agreed-upon sales targets monthly. Qualifications • Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Be willing to help others.
• New York Life will pay and cover all expenses for training and the exam.
• Sales: 1 year (preferred).
Vacancy posted 1 day ago
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