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Entry-Level Financial Service Professional

Salary undisclosed

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Job Description

Job Description

We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a Life Insurance Agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses toward the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority.

Compensation:

$60,000 - $90,000 at Plan per year

Responsibilities:
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
  • Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice
  • Assess each client s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
Qualifications:
  • The ability to successfully network to prospect, new potential clients, is a must
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas are required
  • Strong relationship management skills and/or experience required
About Company

About NYL - John Kelly: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor s (AA+), Moody s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the World s Most Admired Companies by Fortune Magazine for 2019.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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