Entry Level Financial Service Professional
Company: NYL - John Kelly
Location: New York
Posted on: May 28, 2023
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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 people's lives. Through the comprehensive array of
financial products and services we offer, you'll 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 client's 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 Poor's (AA+), Moody's 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
"World's 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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