Financial Services Representative - Sales
Are you a skilled listener with a talent for crafting impactful, data-driven strategies? We are in search of a results-oriented individual eager to dive into the financial services sector! The ideal entry-level financial advisor we seek is enthusiastic about nurturing lasting connections and possesses a keen interest in financial information, estate planning, business management, mutual funds, and related areas. If you excel in communication and possess a sharp attention to detail, we invite you to apply today! Our goal is to offer financial stability and assurance through our range of insurance, annuities, and investment options. We conduct our business with honesty and compassion in all our dealings with policyholders, partners, and colleagues. With a blend of confidence and modesty, we take on the role of caretakers for the future. Committed to making a positive impact, we stand as a symbol of the enduring values of New York Life, dedicated to ethical practices in both commerce and society. Every action we take is guided by a singular objective: to be a reliable support system for our policyholders during their times of need. Responsibilities: • Evaluate the financial requirements of clients and formulate detailed financial strategies to assist them in reaching their objectives. • Instruct clients on the array of financial services and products provided by the organization to enhance their financial well-being. • Carry out trades and transactions on behalf of clients following regulatory protocols and company policies. • Offer continuous assistance and advice to clients in overseeing and modifying their financial investments when necessary. • Work together with a team of financial experts to remain informed about market trends and industry advancements for improved client service. Qualifications: • Life and/or Health license preferred. • Education Level. • US Work Authorization. • Experience in financial services is not required. • Strong communication skills. Compensation: $60,000 - $80,000
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• Evaluate the financial requirements of clients and formulate detailed financial strategies to assist them in reaching their objectives.
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• Instruct clients on the array of financial services and products provided by the organization to enhance their financial well-being.
•
• Carry out trades and transactions on behalf of clients following regulatory protocols and company policies.
•
• Offer continuous assistance and advice to clients in overseeing and modifying their financial investments when necessary.
•
• Work together with a team of financial experts to remain informed about market trends and industry advancements for improved client service.