Financial Representative - 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:

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
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Serve as a collaborative team player willing to further development through continued training opportunities
Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications:

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

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