What are the responsibilities and job description for the Entry-Level Financial Advisor position at New York Life DFW?
Description
Are you an ambitious and enthusiastic individual with a deep interest in the financial sector? Come aboard our team as an Entry-Level Financial Advisor located in Frisco, TX. This opening is ideal for those keen on broadening their expertise and competencies in finance. The perfect candidate will provide expert advice on investments, retirement planning, taxes, insurance, and other financial instruments. You will collaborate closely with clients to evaluate their financial needs, create customized strategies, and suggest suitable financial remedies. Effective communication skills and a positive outlook are vital traits for excelling in this position.
We are in search of an individual who not only understands the financial services industry but also demonstrates a strong dedication to ongoing learning and development. As the chosen candidate, you will deliver clients well-informed guidance on investments, retirement funds, taxes, insurance, and a variety of financial products. Your responsibilities will include assessing clients' financial goals and designing personalized strategies to recommend the most appropriate choices. A welcoming demeanor and outstanding communication abilities are crucial attributes for this role.
Responsibilities
- Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals
- Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios
- Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs
- Develop and deliver risk management strategies for each customer based on their risk profile
- Maintain professional relationships with the clientele and excellent customer service
- Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education
- Attend training and obtain relevant licenses in a timely manner
- Consistent communication with the leadership team
Qualifications
Required :
Preferred :
