Entry Level Financial Service Professional
Company: NYL - John Kelly
Location: New York
Posted on: June 25, 2022
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Job Description:
New York Life is currently seeking a self-motivated, driven
individual with integrity and a passion for making a positive
impact on peoples lives. Through the comprehensive array of
financial products and services we offer, youll help clients
develop a sound, long-term strategy to achieve their financial
goals.
Responsibilities:
Help clients implement financial recommendations such as life
insurance, savings plans, mutual funds, and other financial
products
Work with each client to collect personal financial information
including status, cash flow, and expectations for documentation in
our CRM
Leverage marketing and social media tools to identify, pursue, and
secure new clients who can benefit from having a trusted financial
service professional
Participate in educational meetings or seminars relevant to client
risk-tolerant and financial objectives for research prior to
offering sound financial advice
Assess each clients potential life and financial needs to create an
individualized financial plan that leverages the products and
services we offer
Qualifications:
The ability to successfully network to prospect, new potential
clients, is a must
Uncompromising integrity and the ability to effectively communicate
complex programs and ideas are required
Strong relationship management skills and/or experience
required
About Company:
About NYL - John Kelly: We are among the strongest and most
respected financial companies in the world. We have received the
highest financial strength ratings currently awarded to any U.S.
life insurer by each of the four major rating companies: A.M. Best
(A++), Standard and Poors (AA+), Moodys Service (Aaa), and Fitch
(AAA). For 65 consecutive years, we have led the Million Dollar
Round Table with more members than any other insurance or financial
institution in the world. We have been recognized as one of the
Worlds Most Admired Companies by Fortune Magazine for 2019.
Keywords: NYL - John Kelly, New York , Entry Level Financial Service Professional, Accounting, Auditing , New York, New York
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