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Financial Professional
Location:
Wall Township, NJ
Description:
Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their 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• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations• Ability to understand the needs and financial concerns of clients• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter• Promote customized ways for clients to achieve their long-term financial goals• Cultivating relationships, with a view to helping every family member or individual pursue financial security• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients• Providing compassion and guidance to clients when unfortunate life circumstances arise• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time Qualifications: • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers• A required Bachelor’s degree in business administration, finance, or similarly related field• Sales experience preferred, but not required• Entrepreneurial mindset• Strong communication skills both written and verbal• Desire to help families and businesses address their financial needs• Strong business acumen• Professional business demeanor• Perseverance in the face of a challenge• Ability to engage your community and leverage personal networks/contacts Compensation: $115,917 yearly About Company: About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength. • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer. • Training Magazine’s APEX Award for 2022
Company:
New York Life
Posted:
May 13 on WizeHire
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More About this Listing: Financial Professional
Financial Professional is a Real estate Financial Professional Job at New York Life located in Wall Township NJ. Find other listings like Financial Professional by searching Oodle for Real estate Financial Professional Jobs.
Financial Professional is a Real estate Financial Professional Job at New York Life located in Wall Township NJ. Find other listings like Financial Professional by searching Oodle for Real estate Financial Professional Jobs.