What are the responsibilities and job description for the Investment Consultant position at NYL - Houston General Office?
Job Description
Job Description
Please note, that this is a sales position!
Our firm is rapidly expanding, and we’re looking for an Investment Consultant to join our team. The ideal candidate will be eager to learn the fundamentals of financial services to effectively manage wealth and help clients achieve their financial objectives. Key qualities include strong communication, solid math and analytical skills, and good decision-making abilities. If this sounds like you, we encourage you to apply today!
Compensation :
72,000 - $110,000 yearly
Responsibilities :
Please note, that this is a sales position!
- Work closely with clients to assess their long-term financial objectives, retirement plans, and risk preferences, crafting tailored financial strategies to meet their needs.
- Leverage deep expertise in complex insurance products, retirement accounts, and investment options to guide clients in making well-informed financial decisions.
- Present and recommend suitable products and solutions from New York Life’s extensive portfolio, including life insurance, annuities, and investment products, with clear and comprehensive explanations.
- Implement strategic approaches for acquiring clients, building robust lead pipelines, and strengthening relationships through networking and community engagement.
- Support clients throughout the policy application process, ensuring accurate and compliant completion of documentation in line with industry standards.
- Provide ongoing assistance to clients by conducting periodic financial reviews and adjusting strategies to align with evolving needs and life circumstances.
- Partners with New York Life specialists, such as underwriters and financial advisors, to deliver comprehensive and customized financial solutions.
- Uphold high ethical standards and ensure strict compliance with legal, regulatory, and company policies to maintain professionalism and client trust.
Qualifications :
Please note, that this is a sales position!
About Company
Established in 1845, New York Life is one of the largest mutual life insurance companies in the U.S., renowned for its financial strength, stability, and unwavering commitment to policyholders. The company provides a range of services including life insurance, annuities, retirement planning, and investment solutions, helping individuals, families, and businesses achieve their financial objectives.
With a focus on ethical practices and exceptional customer service, New York Life also promotes professional development and a collaborative work environment, maintaining its long-standing reputation for reliability and excellence for nearly two centuries.
Salary : $72,000 - $110,000
