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Financial Professional
Location:
Melville, NY
Description:
Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! We are currently only accepting applicants located in Melville, NY. All other applicants will not be considered. Responsibilities: • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects• Customize financial plans for each client based on potential life changes and changing financial needs• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications:• Must be located in Melville, NY • Entrepreneurial mindset• Strong communication skills both written and verbal• Desire to help individuals, families, and businesses address their financial needs• Strong business acumen• Professional business demeanor• Perseverance in the face of challenge• Ability to engage your community and leverage professional networks/contacts Compensation: $120,000 at plan yearly About Company: New York Life - Suffolk County has been helping generations of Americans attain their financial visions through our nationwide agent force for more than 180 years. Our agents' abilities are advanced through award-winning training, product offerings, agent support, personal and professional development, and broad-spectrum marketing. New York Life innovatively strides the cutting edge in customer service, systematically paves the way for success with the tested processes, and is actively immersed with you in achieving your desired career objectives.
Company:
New York Life
Posted:
May 14 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 Melville NY. 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 Melville NY. Find other listings like Financial Professional by searching Oodle for Real estate Financial Professional Jobs.