What are the responsibilities and job description for the Financial Services Representative position at New York Life - Wall, NJ?

Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities

Ability to understand the needs and financial concerns of clients
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events / circumstances they may encounter
Promote customized ways for clients to achieve their long-term financial goals
Cultivating relationships, with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
Providing compassion and guidance to clients when unfortunate life circumstances arise
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Qualifications

Sales experience preferred, but not required

Entrepreneurial mindset

Desire to help families and businesses address their financial needs

Strong business acumen

Professional business demeanor

Perseverance in the face of a challenge

Ability to engage your community and leverage personal networks / contacts

Must live within 100 miles of the office in Wall Township, NJ

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Valid FINRA Series 7 & 63 / 66 preferred but not required

A required Bachelor's degree in business administration, finance, or similarly related field

Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

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Financial Services Representative

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