Financial Professional

Job Description

Financial Professional | New York Life Greater Atlanta

The Tone:
This is a client-based role at New York Life Greater Atlanta, supported by a Fortune 100 company. As a Financial Professional, you will empower individuals, families, and businesses to achieve their desired financial future by utilizing our comprehensive insurance and financial product lines. This is an opportunity to launch a rewarding career within an organization that values and rewards hard work. Success in this role is built upon excellent communication, superb mathematical and analytical abilities, and astute decision-making, all contributing to client financial well-being.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Greater Atlanta, GA (In-person)
• Pay: $75000–$105000 yearly
• Mission: Empower individuals, families, and businesses to achieve their desired financial future by providing comprehensive insurance and financial product solutions.
• Tech Stack: Microsoft Office, CRM systems, financial planning software, Google Suite

What You’ll Actually Do
• Client Planning: Develop customized financial plans specifically tailored to each client’s unique life stage, professional circumstances, and evolving financial requirements.
• Information Assessment: Accurately gather and thoroughly assess comprehensive client financial information, encompassing their current financial status, cash flow, monetary expectations, specific financial goals, retirement plans, and other critical wealth management factors.
• Strategic Guidance: Offer strategic recommendations regarding a wide range of products, financial plans, investment opportunities, and various methods designed to help clients effectively achieve their defined financial objectives.
• Advisor and Prospector: Act as a trusted financial advisor for new clients, diligently seeking, identifying, and establishing new prospects within the Greater Atlanta market.
• Team Collaboration & Learning: Function as a structured yet coachable team player, actively engaging in and embracing continuous education and training opportunities provided by colleagues and the company.

The Must-Haves
• Background: Possess essential working knowledge of a broad range of financial products, a solid understanding of the financial industry, and experience in roles comparable to a personal financial advisor or financial planner.
• Experience: Demonstrate strong proficiency in using key software tools, including Microsoft Office applications, CRM systems, specialized financial planning software, and Google Suite, along with other relevant industry tools.
• Skills: Exhibit exemplary mathematical and analytical abilities, coupled with strong communication skills and excellent relationship-building capabilities crucial for providing superb customer service to both current and new clients.
• Bonus: Valid FINRA Series 7 and 63/66 licenses are considered a significant advantage, and proficiency in both Spanish and English is highly desirable for the ideal candidate.