Financial Professional - Melville, United States - New York Life - Suffolk County
2 weeks ago
Description
Compensation:
$120,000 at plan yearly
Responsibilities:
- Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Customize financial plans for each client based on potential life changes and changing financial needs
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications:
- Entrepreneurial mindset
- Strong communication skills both written and verbal
- Desire to help individuals, families, and businesses address their financial needs
- Strong business acumen
- Professional business demeanor
- Perseverance in the face of challenge
- Ability to engage your community and leverage professional networks/contacts
About Company
New York Life - Suffolk County has been helping generations of Americans attain their financial visions through our nationwide agent force for more than 180 years.
Our agents' abilities are advanced through award-winning training, product offerings, agent support, personal and professional development, and broad-spectrum marketing.
New York Life innovatively strides the cutting edge in customer service, systematically paves the way for success with the tested processes, and is actively immersed with you in achieving your desired career objectives.
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