Financial Consultant - Houston, United States - New York Life

New York Life Houston, United States

Found in: Lensa US 4 C2 - 5 days ago

Description

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.

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today

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 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.

Qualifications

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.

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