New York Life
EntryLevel Financial Professional
New York Life, Houston, Texas, United States, 77246
Rewritten Job DescriptionAre you a dedicated individual eager to launch a career as an Entry-Level Financial Professional in Houston, TX, US? Our team is growing and we are on the lookout for talented individuals like you. In this role, you will be responsible for delivering expert financial advice and tailored solutions to assist clients in reaching their financial objectives. If you possess excellent communication skills, a love for business development, and a genuine commitment to helping others, then this position is perfect for you. Join us at New York Life, where you can leverage your talents to establish a thriving practice. We are committed to your prosperity and provide comprehensive training, educational resources, and unwavering support to equip you for a rewarding journey as a licensed financial professional. Responsibilities: • Continuously seek out and engage with new prospects to establish strong client relationships as their trusted advisor. • Gather financial information from clients to assess their financial status, goals, cash flow, and expectations. • Develop personalized financial plans for each client based on potential life changes and evolving financial needs. • Present tailored financial recommendations and strategies that align with client risk tolerance and objectives. • Assist clients in implementing financial recommendations, including savings plans, life insurance, mutual funds, and other relevant products. Qualifications: • Superior relationship skills, communication skills, and customer service skills are necessary • Entrepreneurial mindset • Relevant knowledge of the financial industry, financial products, and best practices is preferred Compensation: $90,000 - $115,000 yearly• •
• Continuously seek out and engage with new prospects to establish strong client relationships as their trusted advisor. •
• Gather financial information from clients to assess their financial status, goals, cash flow, and expectations. •
• Develop personalized financial plans for each client based on potential life changes and evolving financial needs. •
• Present tailored financial recommendations and strategies that align with client risk tolerance and objectives. •
• Assist clients in implementing financial recommendations, including savings plans, life insurance, mutual funds, and other relevant products.
Compensation:$90,000-$115,000 per year
• Continuously seek out and engage with new prospects to establish strong client relationships as their trusted advisor. •
• Gather financial information from clients to assess their financial status, goals, cash flow, and expectations. •
• Develop personalized financial plans for each client based on potential life changes and evolving financial needs. •
• Present tailored financial recommendations and strategies that align with client risk tolerance and objectives. •
• Assist clients in implementing financial recommendations, including savings plans, life insurance, mutual funds, and other relevant products.
Compensation:$90,000-$115,000 per year