Registered Representative
New York Life - Tyson's Corner
Washington, D.C. US
Posted ago
New York Life - Tyson's Corner

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 training and development program builds successful financial professionals that have a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, stocks/mutual funds, and more. If you have great communication skills and excel at building relationships, we want to hear from you!

Responsibilities

  • Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Embrace the role of a coachable team player open to continued education and training from other team members
  • Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
  • Understand the economic markets and use resources to leverage your expertise
  • Be there in times of need when clients need us most

Qualifications

  • FINRA Series 7/6, SIE, and 63/66 are preferred but not required
  • A basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed
  • Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Bachelor’s degree in business administration, finance, or similarly related field desired but not required

Traits of our most successful Associates:

  • Passion to help people
  • Integrity
  • A successful track record
  • Enthusiasm
  • Self-discipline
  • Resilience
  • Goal-Oriented

Compensation
$94,000 - $112,500 at plan yearly
About New York Life - Tyson's Corner

As a mutual company, with no investors or outside owners, New York Life - Tyson's Corner is uniquely aligned with the client's interests and priorities. We 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
  • #71 on Fortune 100 in 2019
  • Most MDRT members in any United States Mutual company 2019
  • 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 7/30/18

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