Entry Level Financial Service Professional

Company: NYL - John Kelly
Location: New York
Posted on: June 25, 2022

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