Financial Service Professional

Job Description

Financial Service Professional | New York Life

The Tone:
This is a full-time role at New York Life. The company’s mission is to provide financial security and peace of mind through comprehensive insurance, annuity, and investment solutions, while upholding principles of integrity and humanity. This role is designed for self-starters who are driven to make a positive impact by helping clients build strong financial foundations and achieve their monetary goals. Financial Service Professionals act as dedicated stewards, committed to “doing the right thing” for policy owners.

The TL;DR
• Role: Full Time
• Type: Full-time
• Pay: $75000–$100000 yearly
• Mission: This role empowers clients to build strong financial foundations and achieve their monetary goals through comprehensive financial products and services.
• Tech Stack: CRM

What You’ll Actually Do
• Recommendations: Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
• Financial Planning: Develop and implement tailored financial plans using our array of services, considering each client’s financial needs and life circumstances.
• Research & Advice: Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice.
• Information Collection: Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
• Client Acquisition: Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.

The Must-Haves
• Background: No specific educational degree or career level is mentioned as a requirement. Candidates should demonstrate a sincere desire to help others achieve financial security and peace of mind.
• Experience: Ability to develop strong client relationships and offer a range of financial products and services, including life insurance, investments, annuities, and mutual funds. This role involves building your own practice within the community.
• Skills:
* Highly self-motivated and self-disciplined, with the ability to work effectively and independently.
* Outgoing personality and strong relationship-building skills, with a sincere desire to help others.
* Organized, detail-oriented, and possessing excellent time-management skills.
* Good communication skills, including excellent listening and the ability to explain complex information simply.
* Positive attitude, willingness to be accountable for results, and a strong desire for continuous learning.