Entry Level Financial Professional
New York Life - Bolingbrook
Downers Grove, IL US
Posted ago
New York Life - Bolingbrook

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!

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our ranks. The ideal candidate will be eager to learn the ropes of the financial service needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Are you looking for a job with no cap on your upside and tremendous support for your career growth? We’re hiring a dynamic sales manager to lead our team to success. You’ll be responsible for setting the sales strategies and objectives, identifying sales targets, and evaluating the team’s sales performance to help us achieve our sales goals. If you’re a natural leader who loves exciting challenges with financial incentives, we want to hear from you!

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Training, Development, and Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities.

About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Responsibilities

  • 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
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications

  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A required Bachelor’s degree in business administration, finance, or similarly related field

Traits of our most successful Associates:

  • Passion to help people
  • Integrity
  • Attitude for success
  • Enthusiasm
  • Self-discipline
  • Resilience
  • Goal-Oriented
  • Coachable

Compensation
$70,000 - $100,000 at Plan per year
About New York Life - Bolingbrook

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include:

·    A promise to work with you to build a strong financial future for both you and your clients

·    #71 on Fortune 100 in 2019

·    Most MDRT members in any United States Mutual company 2019

·    Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

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