New York Life
Entry-Level Financial Professional
New York Life, Dallas, Texas, United States, 75215
Description
Our mission
at New York Life 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. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses toward the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Opportunity for promotion and development is a possibility, as New York Life tries to help agents flourish within their role.
Job ResponsibilitiesDesign customized financial plans suitable for each client based on potential life changes and changing financial needsCompile each client's financial information to determine financial goals, financial status, cash flow, and financial expectationsAssist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial productsProvide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenSeek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisorJob Qualifications
Exemplary communication skills, math skills, relationship skills, and customer service skills are vitalPrevious success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is neededProgram proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferredRequires a Bachelor's degree in finance, business administration, or related fieldRelevant knowledge of the financial industry, financial products, best practices, and tax regulations is vitalCompensation:
$50,000 - $80,000
Responsibilities
•Prospect and contact potential clients to discuss their financial needs and concerns•Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals•Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs•Create and implement business and marketing plans that will expand your client base•Develop your professional skills and knowledge through the New York Life training curriculum•Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planning•Potential for growth within the company•Manage schedule and calendar•This is a full-time position•Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives•Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given•Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects•Create customized financial plans suitable for each client based on potential life changes and changing financial needs•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Qualifications
•Sales experience preferred with a growth mindset•Strong business acumen•Must possess uncompromising integrity•Ability to engage your community and leverage personal networks and contacts•Excellent communication skills both written and verbal to communicate complex skills•Motivated and driven personality•Self-disciplined•Willingness to obtain licensure, if necessary•Strong leadership skills•Ability to adapt to changing needs•Innovative and self-driven•Flexibility•Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required•Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired•Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary•Excellent math skills, relationship skills, communication skills, and customer service skills are crucial•A Bachelor's degree in business administration, finance, or a related field is required
Our mission
at New York Life 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. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses toward the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Opportunity for promotion and development is a possibility, as New York Life tries to help agents flourish within their role.
Job ResponsibilitiesDesign customized financial plans suitable for each client based on potential life changes and changing financial needsCompile each client's financial information to determine financial goals, financial status, cash flow, and financial expectationsAssist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial productsProvide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenSeek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisorJob Qualifications
Exemplary communication skills, math skills, relationship skills, and customer service skills are vitalPrevious success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is neededProgram proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferredRequires a Bachelor's degree in finance, business administration, or related fieldRelevant knowledge of the financial industry, financial products, best practices, and tax regulations is vitalCompensation:
$50,000 - $80,000
Responsibilities
•Prospect and contact potential clients to discuss their financial needs and concerns•Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals•Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs•Create and implement business and marketing plans that will expand your client base•Develop your professional skills and knowledge through the New York Life training curriculum•Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planning•Potential for growth within the company•Manage schedule and calendar•This is a full-time position•Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives•Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given•Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects•Create customized financial plans suitable for each client based on potential life changes and changing financial needs•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Qualifications
•Sales experience preferred with a growth mindset•Strong business acumen•Must possess uncompromising integrity•Ability to engage your community and leverage personal networks and contacts•Excellent communication skills both written and verbal to communicate complex skills•Motivated and driven personality•Self-disciplined•Willingness to obtain licensure, if necessary•Strong leadership skills•Ability to adapt to changing needs•Innovative and self-driven•Flexibility•Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required•Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired•Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary•Excellent math skills, relationship skills, communication skills, and customer service skills are crucial•A Bachelor's degree in business administration, finance, or a related field is required