What are the responsibilities and job description for the Entry-Level Financial Advisor position at New York Life - Robert Rice?
Description
New York Life is seeking a driven self-starter with strong principles to join our team as a financial service professional. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another.
We are looking for someone who is interested in making a positive difference in the lives of others. As a financial service professional, you will have the opportunity to offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Our comprehensive three-year training program, marketing support, and prospecting and technical assistance will give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. You will also receive ongoing support from a Fortune 100 company like New York Life.
About New York Life: 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 & Poor's (AA ), Moody's Investors Service (Aaa), and Fitch (AAA).
As a financial service professional, you will be able to offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. You will also be able to sell securities through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V.
We are committed to providing our employees with competitive benefits, including medical, dental, vision, long-term disability, and group-term life insurance. However, we reserve the right to amend or terminate any benefit plans, in whole or in part, at any time.
Responsibilities:
• Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Qualifications:
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Strong relationship management skills and/or experience required
• Ability to successfully network to prospect new potential clients is a must
New York Life is seeking a driven self-starter with strong principles to join our team as a financial service professional. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another.
We are looking for someone who is interested in making a positive difference in the lives of others. As a financial service professional, you will have the opportunity to offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Our comprehensive three-year training program, marketing support, and prospecting and technical assistance will give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. You will also receive ongoing support from a Fortune 100 company like New York Life.
About New York Life: 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 & Poor's (AA ), Moody's Investors Service (Aaa), and Fitch (AAA).
As a financial service professional, you will be able to offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. You will also be able to sell securities through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V.
We are committed to providing our employees with competitive benefits, including medical, dental, vision, long-term disability, and group-term life insurance. However, we reserve the right to amend or terminate any benefit plans, in whole or in part, at any time.
Responsibilities:
• Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Qualifications:
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Strong relationship management skills and/or experience required
• Ability to successfully network to prospect new potential clients is a must
