Entry Level Financial Service Professional
New York Life - Manchester
Manchester, NH US
Posted ago
New York Life - Manchester

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!

Responsibilities

  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
  • Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances

Qualifications

  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
  • Must have the ability to successfully network to prospect new potential clients
  • Must have effective relationship management skills

Compensation
$75,000 - $105,000 at Plan per year
About New York Life - Manchester

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act in integrity and humanity in all our interactions with our policy owners, business partners, and one another. The ground in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both 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.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

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