Financial Services Representative
New York Life - Wall, NJ•Wall Township, NJ, US
Posted ago
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
- 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
- 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
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications
- Sales experience preferred, but not required
- Entrepreneurial mindset
- 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
Must live within 100 miles of the office in Wall Township, NJ
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Compensation
$115,917 yearly
About New York Life - Wall, NJ
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 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
- All Jobs
- Jobs in New Jersey
- New York Life - Wall, NJ
- Financial Services Representative
/
/
/