What are the responsibilities and job description for the Bilingual Financial Advisor position at NYL-Jian Guan?
Job Description
Job Description
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation :
120,000 yearly
Responsibilities :
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Customize financial plans for each client based on potential life changes and changing financial needs
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Qualifications :
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength.
We’re proud of the training we offer.
Salary : $120,000
