New York Life Insurance Company
Overview
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our training and development program builds successful Registered Representatives that have a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, stocks/mutual funds, and more. If you have great communication skills and excel at building relationships, we want to hear from you!
Qualifications
FINRA Series 7/6, SIE, and 63/66 preferred but not required
A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed
Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients
Bachelor’s degree in business administration, finance, or similarly related field desired but not required
Passion to help people
Integrity
A successful track record
Resilience
Goal-Oriented
Responsibilities
Determine cash flow, income to debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Embrace the role of a coachable team player open to continued education and training from other team members
Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
Understand the economic markets and use resources to leverage your expertise
Be there in times of need when clients need us most
Job Details
Job Type: Full-time
Location:
Frisco, TX
Physical setting: Office
Schedule: Monday to Friday
Supplemental pay types: Commission pay
Benefits
401(k)
Flexible spending account
Health insurance
Health savings account
Life insurance
Referral program
Vision insurance
#J-18808-Ljbffr
Qualifications
FINRA Series 7/6, SIE, and 63/66 preferred but not required
A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed
Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients
Bachelor’s degree in business administration, finance, or similarly related field desired but not required
Passion to help people
Integrity
A successful track record
Resilience
Goal-Oriented
Responsibilities
Determine cash flow, income to debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Embrace the role of a coachable team player open to continued education and training from other team members
Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
Understand the economic markets and use resources to leverage your expertise
Be there in times of need when clients need us most
Job Details
Job Type: Full-time
Location:
Frisco, TX
Physical setting: Office
Schedule: Monday to Friday
Supplemental pay types: Commission pay
Benefits
401(k)
Flexible spending account
Health insurance
Health savings account
Life insurance
Referral program
Vision insurance
#J-18808-Ljbffr