- 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
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Entry Level Financial Service Professional - New York, United States - NYL - John Kelly
Description
If 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 customersResponsibilities
Qualifications