Financial Planner - Entry Level
New York Life - Pratik Thakkar
Oak Brook, IL US
Posted ago
New York Life - Pratik Thakkar

We are seeking an entry-level financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have at least a high school diploma, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Base $31,500 + Commission from day 1

  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Qualities that we look for in our Agents:

  • Sales experience preferred
  • Enterprising mindset
  • Strong communication skills both written and verbal
  • Desire to help others
  • Strong business acumen
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts
  • Self-starter
  • Series 6 or 7 and 63 are required within the first 6 months. Will pay for exams
  • Life and health insurance license. Will pay for exams if you don’t have them

$31,500 + Commission
About New York Life - Pratik Thakkar

Devotion to its policy owners has led New York Life to 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

#67 on Fortune 100 in 2021

Most MDRT members in any United States Mutual company 2021

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 10/14/2020.

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