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Entry Level Financial Sales Representative
Location:
Houston, TX
Description:
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities:• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management• Embrace the role of a structured yet coachable team player open to continued education and training from other team members Qualifications:• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Compensation: $90,000 - $115,000 yearly About Company: Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert trainingSupportive managementExtensive sales and marketing supportBacked by over 175 years of experience
Company:
New York Life
Posted:
April 5 on WizeHire
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More About this Listing: Entry Level Financial Sales Representative
Entry Level Financial Sales Representative is a Sales Sales Representative Job at New York Life located in Houston TX. Find other listings like Entry Level Financial Sales Representative by searching Oodle for Sales Sales Representative Jobs.
Entry Level Financial Sales Representative is a Sales Sales Representative Job at New York Life located in Houston TX. Find other listings like Entry Level Financial Sales Representative by searching Oodle for Sales Sales Representative Jobs.