Personal Financial Professional - San Jose, United States - New York Life Insurance Company - Santa Clara General Office

New York Life Insurance Company - Santa Clara General Office

Verified Company

San Jose, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

$107,500+ at plan commission

Responsibilities:

Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
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
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications:

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
A Bachelor's degree in finance, business administration, or alternate related analytical field is required
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Uptodate FINRA Series 7 & 63/66 documents are a bonus

About Company

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

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

We are here for good, reflecting both the 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.

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