What are the responsibilities and job description for the Entry-Level Financial Professional position at New York Life - Houston General Office?
$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.
- 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
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