New York Life DFW
Entry-Level Financial Advisor
New York Life DFW, Dallas, Texas, United States, 75215
Description
Are you a motivated and enthusiastic individual with a passion for the financial industry? Join our team as an Entry-Level Financial Advisor based in Frisco, TX. This opportunity is perfect for those eager to expand their knowledge and skills in finance. The ideal candidate will offer expert guidance on investments, retirement planning, taxes, insurance, and other financial products. You will work closely with clients to assess their financial requirements, develop tailored strategies, and propose appropriate financial solutions. Strong communication skills and a positive attitude are key attributes for success in this role. We are seeking a candidate who not only comprehends the financial services sector but also shows a strong commitment to continuous learning and growth. As the successful applicant, you will provide clients with informed advice on investments, pensions, taxes, insurance, and various financial products. Your role will involve analyzing clients' financial objectives and crafting personalized strategies to recommend the most suitable options. A friendly demeanor and exceptional communication skills are essential qualities for this position.
Responsibilities
•Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals•Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios•Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs•Develop and deliver risk management strategies for each customer based on their risk profile•Maintain professional relationships with the clientele and excellent customer service•Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education•Attend training and obtain relevant licenses in a timely manner•Consistent communication with the leadership team
Qualifications
Required:
•High school diploma required•Candidates should have basic computer skills and be able to use Microsoft Office programs, including email•Excellent communication, customer service, analytical, and interpersonal skills•Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63•Demonstrate self-discipline in a hybrid work environment
Preferred:
•Bachelor's degree•Some experience with a CRM or sales lead software is beneficial•Some experience in a direct sales environment is beneficial•Zoom proficiency for virtual settings
Are you a motivated and enthusiastic individual with a passion for the financial industry? Join our team as an Entry-Level Financial Advisor based in Frisco, TX. This opportunity is perfect for those eager to expand their knowledge and skills in finance. The ideal candidate will offer expert guidance on investments, retirement planning, taxes, insurance, and other financial products. You will work closely with clients to assess their financial requirements, develop tailored strategies, and propose appropriate financial solutions. Strong communication skills and a positive attitude are key attributes for success in this role. We are seeking a candidate who not only comprehends the financial services sector but also shows a strong commitment to continuous learning and growth. As the successful applicant, you will provide clients with informed advice on investments, pensions, taxes, insurance, and various financial products. Your role will involve analyzing clients' financial objectives and crafting personalized strategies to recommend the most suitable options. A friendly demeanor and exceptional communication skills are essential qualities for this position.
Responsibilities
•Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals•Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios•Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs•Develop and deliver risk management strategies for each customer based on their risk profile•Maintain professional relationships with the clientele and excellent customer service•Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education•Attend training and obtain relevant licenses in a timely manner•Consistent communication with the leadership team
Qualifications
Required:
•High school diploma required•Candidates should have basic computer skills and be able to use Microsoft Office programs, including email•Excellent communication, customer service, analytical, and interpersonal skills•Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63•Demonstrate self-discipline in a hybrid work environment
Preferred:
•Bachelor's degree•Some experience with a CRM or sales lead software is beneficial•Some experience in a direct sales environment is beneficial•Zoom proficiency for virtual settings