- Develop in-depth knowledge of New York Life's insurance products, including life insurance, disability income insurance, long-term care insurance, and annuities, and effectively communicate their features and benefits to clients.
- Present insurance proposals to clients, explain policy details, answer their questions, and guide them through the application and enrollment process.
- Provide ongoing support and service to clients, including policy reviews, updating coverage as needed, addressing any policy-related inquiries or concerns, and ensuring their financial protection needs are met.
- Engage in networking activities, attend industry events, and leverage personal and professional networks to prospect potential clients and generate new business opportunities.
- Continuously enhance your knowledge of insurance products, industry trends, and sales techniques through training programs and professional development opportunities provided by New York Life.
- Exhibit a client-focused approach with the ability to cultivate long-term relationships. The ability to understand clients' needs, empathize with their concerns, and provide personalized solutions is crucial.
- While a specific degree is not always required, a background in finance, business, or a related field can be beneficial. Previous experience in sales, customer service, or the financial services industry is often valued.
- New York Life offers a license sponsorship program, providing assistance and support to individuals who are interested in becoming Financial Consultants but do not currently possess the required licenses. Through this program, New York Life provides resources and guidance to help candidates obtain the necessary licenses to sell insurance products. For more detailed information about the specific requirements and benefits of their license sponsorship program, it is recommended to reach out to New York Life directly.
-
Financial Consultant
2 days ago
New York Life - Houston General Office Houston, United States$77,000 - $100,000 yearly · **Responsibilities**: · - Develop in-depth knowledge of New York Life's insurance products, including life insurance, disability income insurance, long-term care insurance, and annuities, and effectively communicate their features and benefits to clien ...
-
Financial Relationship Consultant
2 days ago
Texas Capital Bank Houston, United StatesTexas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success — today and tomorrow. · While ...
-
Financial Consultant
1 week ago
New York Life Houston, United States· Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals ...
-
Financial Consultant
2 days ago
Fidelity Investments Houston, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
-
Financial Consultant
2 weeks ago
Fidelity Investments Houston, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
-
Financial Consultant
3 days ago
Fidelity Investments Houston, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
-
Financial Consultant
1 week ago
Fidelity Investments Houston, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
-
Financial Consultant
1 day ago
Fidelity TalentSource LLC The Woodlands, United States· Job Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you w ...
-
Financial Consultant
2 weeks ago
Fidelity Investments The Woodlands, TX, United StatesJoin a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth manageme ...
-
Financial Consultant
2 weeks ago
Fidelity Investments The Woodlands, TX, United StatesJoin a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth manageme ...
-
Oracle - Financial Consultant
2 weeks ago
Graduate Recruitment Bureau Houston, United StatesDo you thrive at the intersection of finance and technology? Are you passionate about guiding businesses towards a streamlined future with cutting-edge solutions? · If so, this Oracle Cloud financial consultant role is made for you. Our client is seeking a driven and experienced ...
-
ERM Houston, United StatesERM's Climate Risk and Opportunity Advisory (CROA) team, within our broader Corporate Sustainability & Climate Change (CS&CC) function, is growing quickly. We are looking for consultants to support us in helping our clients shape and deliver on their climate strategies and disclo ...
-
Financial Consultant Lead/Manager
1 week ago
Elevance Health, Inc. Houston, United StatesLeads projects and focuses on business process improvement initiatives and in some departments will help to create innovative financial system solutions to minimize manual or repetitive functions. Consults with and provides management with solutions Financial Consultant, Manager, ...
-
Oracle EBS Financial Lead Consultant
2 weeks ago
Neerinfo Solutions Houston, United StatesRole : Lead Consultant - Oracle ebs finance · Fulltime role · Location : · Houston, TX, US · (need onsite within 8 week) · Required Qualifications · At least 7+ years of Relevant Information Technology experience · Bachelors degree or foreign equivalent required from an accred ...
-
Dynamics AX/D365FO Financial Consultant
1 day ago
Insight Recruitment Houston, United StatesJob Description · Job DescriptionDo you have strong experience as a CFO, Financial Analyst, or Accounting Director working with Dynamics AX/D365? Have you helped with at least one D365/AX ERP implementation on the customer side? If it appeals to you to work with a strong team and ...
-
Financial Audit Consultant 1 at ASRC Federal
1 week ago
Longwood University Houston, United StatesYou are viewing a preview of this job. Log in · or register · to view more details about this job. · ASRC Federal Cyber is seeking a Financial Analyst to support Department of the Navy Financial Improvement Audit Remediation (FIAR) Division. The Financial Analyst will provide s ...
-
Resource Informatics Group Inc Houston, United StatesJob Description · Job DescriptionRole: Senior SAP BPC Consolidation · Rate: DOE · Location: Houston TX · All inclusive · Strong BPC consolidation ... should be only FiCO to BPC .. there should be no BW · Technical & Industry Experience · 5+ years of SAP BPC Consolidation experie ...
-
Financial Consultant
1 week ago
Fidelity Investments Friendswood, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
-
Financial Consultant
3 days ago
Fidelity Investments Sugar Land, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
-
Financial Consultant
6 days ago
Fidelity Investments Friendswood, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
Financial Consultant - Houston, United States - New York Life - Houston General Office
Description
Job Description
Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply todayCompensation:$77,000 - $100,000 yearly
Responsibilities:New York Life is a renowned insurance company with a rich history dating back over 175 years. It stands as one of the largest mutual life insurance companies in the United States, consistently demonstrating its commitment to providing financial protection and stability for its policyholders.
New York Life stands out as a prestigious organization where individuals can build meaningful and rewarding careers. Its strong values, focus on employee development, and dedication to making a positive impact in the lives of its policyholders create an environment that fosters personal and professional growth.