- 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
- 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
-
Director of Professional Services
2 weeks ago
MTS Pro Services New York, United States**Job Summary**: · As the Director of Professional Services, you play a pivotal role in driving strategic initiatives and optimizing service delivery processes within our Apple-focused IT managed services provider. Reporting directly to the President, you will spearhead efforts t ...
-
Patient Services Professional
2 weeks ago
LasikPlus Manhattan, United States**We are Growing Join us at LasikPlus, LVI & TLC** · Are you looking for an exciting and rewarding career opportunity at a second-generation family-owned business working alongside world-class Ophthalmologists and Optometrists with a leading provider of laser vision correction in ...
-
Principal Architect, Professional Services
3 weeks ago
Adobe New York, United StatesOur Company · Changing the world through digital experiences is what Adobe's all about. We give everyone—from emerging artists to global brands—everything they need to design and deliver exceptional digital experiences We're passionate about empowering people to create beautiful ...
-
Customer Service Professional
2 weeks ago
Columbia Opportunities Hudson, United States**Responsibilities**: · **Requirements**: · *- High school diploma or equivalent *- Previous customer service experience, preferably in a remote setting *- Excellent communication skills, both written and verbal *- Ability to multitask and prioritize tasks effectively *- Strong p ...
-
OpenAsset New York, United States**Company Description** · OpenAsset is the only Digital Asset Management solution built for the Architecture, Construction and Engineering industries. We have over 900 clients and 20 years of experience delivering value. Our vision is to inspire people through visualization of th ...
-
Axomic New York, United States**Company Description** · OpenAsset is the only Digital Asset Management solution built for the Architecture, Construction and Engineering industries. We have over 900 clients and 20 years of experience delivering value. Our vision is to inspire people through visualization of th ...
-
Entry Level Financial Service Professional
3 weeks ago
NYL - John Kelly New York, United States**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 informatio ...
-
The Riverside Premier Rehabilitation & Healing Center New York, United States**Customer Service and Patient Experience Professional**: · Are you someone that enjoys helping others? Are you looking to join the healthcare industry and begin your career? · The Riverside Premier Rehabilitation and Healing Center is proud to announce that we are seeking a full ...
-
KRE Group Jersey City, United States**About Kushner Real Estate Group** · Under the direction of the Chief Financial Officer and Director of Human Resources, manages and administers the following: · **Reception** · - Provide information and resources by identifying visitors' needs. · - Serve visitors by greeting, w ...
-
New Jersey City University Jersey City, United States**POSITION**:PROFESSIONAL SERVICES SPECIALIST 2, ADMINISTRATIVE SERVICES** · **SALARY**:P 24 $68, $97,679.59** · **LOCATION: CONTROLLERS OFFICE- BURSAR** · **JOB SUMMARY**:Reporting to the Student Accounts Director, Professional Service II position, which performs administrative, ...
-
Professional Services
1 week ago
SGA New York, United StatesSoftware Guidance & Assistance, Inc., (SGA), is searching for a Professional Services Manager, Category Management, Procurement professional for a direct hire position with one of our premier Media Industry clients in New York, NY. · POSITION SUMMARY: · The primary respons ...
-
Professional Services
3 weeks ago
Software Guidance & Assistance New York, NY, United StatesTypeDirect PlacementSalary$105,000-$130,000 / yearSoftware Guidance & Assistance, Inc., (SGA), is searching for a Professional Services Manager, Category Management, Procurement professional for a direct hire position with one of our premier Media Industry clients in New York, NY ...
-
Service Professional
5 days ago
Neighborly New York, United StatesEstablished in 1994, Mr. Electric is a global franchise organization providing electrical installation and repair services. Recognized by Entrepreneur magazine among its "Franchise 500," Mr. Electric franchisees provide these services to both residential and commercial customers. ...
-
Professional Services
1 week ago
TS Imagine New York City, United StatesAbout the job · TS Imagine, the world's leading provider of real-time trading, portfolio and risk management solutions for the financial services industry, is looking for an Implementation Consultant to join our growing team. Implementation Consultants own the project delivery li ...
-
beBee Handyman Arden, DE, United States FreelanceI am in need of an Acupuncture service with the following characteristics in Arden, DE:Have you ever tried any alternative therapy? · Yes · What do you need acupuncture for? · To improve male fertility · How old is the patient? · Adult · Additional services · No additional servic ...
-
Professional Services Consultant
3 weeks ago
Asana New York, United StatesWe're looking for a detail-oriented, cross-functional consultant who can help lead Asana deployments to our enterprise customers. You will be part of our Professional Services team, and committed to helping customers adopt Asana as both a technology platform and a holistic approa ...
-
Director of Professional Services
4 weeks ago
MTS Pro Services New York, United StatesJob Summary: · As the Director of Professional Services, you play a pivotal role in driving strategic initiatives and optimizing service delivery processes within our Apple-focused IT managed services provider. Reporting directly to the President, you will spearhead efforts to s ...
-
Professional Services Associate
2 weeks ago
Arbolus Technologies New York, United StatesAbout Arbolus · Arbolus is reinventing the traditional and analog expert network industry by bringing technology to the forefront of knowledge sharing. Our platform helps hundreds of clients worldwide to connect with the best experts, collect high-quality insights faster and str ...
-
Food Service Professional's
3 weeks ago
1199 Employment Center New York, United States1199 Employment Center · YOUR FUTURE STARTS WITH US · Food Service Professional's · P/T – varied shifts & weekends · Employment Opportunities in Manhattan · 1199 SEIU Employment Center is seeking Food Service professionals for our prestigious Hospitals in Manhattan. Union jo ...
-
Food Service Professionals
4 weeks ago
1199SEIU Employment Center New York, United States1199 Employment Center · YOUR FUTURE STARTS WITH US · Food Service Professionals · P/T varied shifts & weekends · Employment Opportunities in Manhattan · 1199 SEIU Employment Center is seeking Food Service professionals for our prestigious Hospitals in Manhattan. Union jobs ...
Entry Level Financial Service Professional - New York, United States - NYL - John Kelly
Description
Job Description
Job DescriptionIf you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers
Compensation:$60,000 - $90,000 at Plan per year
Responsibilities: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.
Entry Level Financial Service Professional professionals in New York City
-
Israel Izzy Brown
English Teacher
-
Bora Bayraktar
Retail Sales Associate
-
Leisa Aras
18+ years working with high net worth individuals
-
Andrew maiman
Residential Real Estate Appraiser
-
Jasbir Hanjra
DevOps/ Cloud Architect/ Technical Project Manager
-
Annette Puglia
Wealth Client Services / Operations Manager