Entry-Level Financial Professional
New York Life San Antonio
San Antonio, TX US
Posted ago
New York Life San Antonio

As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Coming to work at New York Life each day means contributing to the financial goals of millions of families and businesses and providing them with peace of mind. As a mutual company, we are uniquely aligned with our policy owners' interests and priorities; this makes our jobs meaningful and often personal.

Our purpose-driven mindset has attracted a diverse group of people who want to do good and support the communities where we live and work. The result has been great success for our company and clients.

We pride ourselves on our inclusive culture, training, and career opportunities. It should not be surprising that when you work at New York Life you're backed by unyielding support, development, and resources.

Responsibilities

  • 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
  • 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

Qualifications

  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Exemplary communication and relationship skills to support strong customer service for current and new clients
  • Though not required, a valid FINRA Series 6/7 and 63/66 license is considered a plus

Traits of our most successful Associates:

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

Compensation
$60,000 - $90,000 at Plan per year
About New York Life San Antonio

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We've had over 175 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
  • #73 on Fortune 100 in 2020
  • Most MDRT members in any United States Mutual company for more than 65 consecutive years
  • 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).

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