What are the responsibilities and job description for the Financial Professional position at New York Life - Rochester?
Our team is rapidly expanding and we are looking for a skilled & motivated Financial Professional. As a Financial Professional, you will be responsible for providing financial guidance and solutions to help clients achieve their financial goals. If you like working with people, have an entrepreneurial spirit, and genuinely enjoy helping others, you’ve come to the right place. At New York Life, you can take all those skills and use them to build a successful practice of your own. Best of all, our team is fully invested in you. We provide complete training, education, and support—everything you need to build your own practice as a licensed financial professional.
Compensation:$90,000 - $120,000 at plan yearly
Responsibilities:- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Ability to build and maintain relationships with strong communication
- Enterprising spirit (desire to be your own boss and run your own practice)
- Willingness to be coached and continue to learn
- Relevant knowledge of the financial industry, financial products, and best practices is preferred
- Experience in sales & finance is helpful but not required
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. 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 - $120,000
