Financial Sales Professional
New York Life-Irvine
Irvine, CA US
Posted ago
New York Life-Irvine
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • 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
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

  • Schedule appointments and meet with potential clients
  • Make product recommendations to help clients meet their financial goals
  • Provide ongoing service and support to existing policyholders
  • Be a structured and coachable team player that is open to training development and further education
  • Disciplined to be in business for yourself, but not by yourself
  • New York Life offers you not just another job, but career possibilities

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

You don't need sales, business development, marketing, or insurance experience to begin your road to success in this role!

All you need is passion and a desire to make a difference. Our comprehensive training program will help give you the tools you need to succeed and create the career success you envision.

We are looking for people who possess the following background/characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision
  • Outgoing personality with the ability to develop relationships (i.e., “People Person")
  • Fearless, positive attitude and willingness to be accountable for results
  • Organized, detail-oriented, and excellent time-management skills
  • The desire for continuous learning
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Compensation
$70,000 - $100,000 at plan per year
About New York Life-Irvine
  • At New York Life, we strive to be the best every day, the same as you. Here are just a few of our recent recognition's
  • Ranked #69 on the Fortune 500 list, Fortune magazine, 2018
  • Fortune magazine’s list of World’s Most Admired Companies in 2018
  • Perfect score of 100 percent on the 2018 Corporate Equality Index
  • Top 70 Companies For Executive Women by the National Association for Female Executives (NAFE) for 2018
  • For the sixth year in a row, our company was named one of Diversity Inc’s Top 50 Companies For Diversity for 2018, ranking 22nd on this prestigious list
  • Forbes magazine’s America’s Best Large Employers 2018, an exclusive ranking of the 500 best large employers
  • Training magazine’s Training Top 125 ranking for 2018, a ranking of a company’s excellence in employer-sponsored training and development programs


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