Demo

Entry-Level Financial Professional

New York Life - Houston General Office
Houston, TX Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 4/3/2025
- Looking to kickstart your career as an Entry-Level Financial Professional in Houston, TX, US? - We're expanding our team and seeking individuals with exceptional talent like yours. - As part of this role, you'll play a key role in providing specialized financial guidance and personalized solutions to help clients achieve their financial goals. - If you have strong communication abilities, enjoy cultivating professional relationships, and have a sincere desire to support others, then this opportunity is ideal for you. - Come aboard at New York Life and utilize your skills to establish a successful practice. - We are dedicated to your prosperity and provide thorough training, educational materials, and unwavering assistance to equip you for a fulfilling career as a licensed financial professional.Compensation:

$90,000 - $115,000 yearly

Responsibilities:
  • Engage actively with prospective clients to establish strong connections and act as their trusted financial advisor.
  • Gather financial information from clients to assess their financial status, goals, cash flow, and expectations.
  • Develop personalized financial plans for clients based on potential life milestones and evolving financial needs.
  • Provide tailored financial advice and tactics aligned with client risk tolerance and objectives.
  • Assist clients in implementing financial suggestions, including savings plans, life insurance, mutual funds, and other relevant financial products.
Qualifications:
  • Excellent interpersonal skills, effective communication abilities, and a strong commitment to customer service are essential for this role
  • Looking for a candidate with an innovative and entrepreneurial mindset
  • Preferably, possesses relevant knowledge of the financial industry, financial products, and industry best practices
  • Sales and finance background is beneficial, though not mandatory
About Company


Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community.


New York Life holds the highest financial strength ratings currently awarded.


With New York Life, you're in business for yourself, not by yourself.


As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including:

  • Expert training
  • Supportive management
  • Extensive sales and marketing support
  • Backed by over 175 years of experience

Salary : $90,000 - $115,000

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Job openings at New York Life - Houston General Office

New York Life - Houston General Office
Hired Organization Address Houston, TX Full Time
Job Description Job Description Are you a results-oriented and driven sales professional with a proven track record of a...

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