Financial Service Specialist
New York Life - Melville
Melville, NY US
Posted ago
New York Life - Melville

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, life insurance, estate planning, debt and investment management, 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
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Qualifications

  • Previous experience in sales, banking, financing, or other related fields.
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent verbal communication skills


Compensation
$60,000 - $80,000
About New York Life - Melville

We offer a comprehensive benefits package that includes:

  • Defined Benefit Pension Plan
  • 401(k) Saving Plan
  • Health/Dental/Life/Disability
  • Continuing education reimbursement
  • Reimbursement for industry designations

New York Life Insurance Company is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York, and is one of the most financially strong and highly capitalized insurers in the business. In 2013, New York Life had a total surplus of $21.141 billion and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major rating agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+. (Source: Individual Third Party Ratings Report as of 6/18/14) Financial strength, integrity, and humanity have guided the company’s decisions and actions for nearly 175 years.

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