What are the responsibilities and job description for the Financial Professional/ Sales position at NYL - Allentown?
Job Description
Job Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation :
75,000 - $100,000 yearly
Responsibilities :
- Serve as a collaborative team player willing to further development through continued training opportunities
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications :
This is a full-time hybrid role for a Financial Services Professional at New York Life Insurance Company in Allentown, PA with some flexibility for remote work. The Financial Services Professional will be responsible for financial planning, retirement planning, communication, and providing various financial services to clients.
Qualifications
About Company
About NYL - Allentown...
As a mutual company, NYL is accountable only to our policyholders. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Salary : $75,000 - $100,000