Entry Level Financial Advisor

Company: New York Life DFW
Location: Fort Worth
Posted on: January 25, 2023

Job Description:

We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial education, estate planning, business succession, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

With 7 different offices in the Metroplex, New York Life DFW is a pillar in the Dallas-Fort Worth community. We participate in regular volunteer events and provide many opportunities for team members to give back. We are looking to hire individuals who are wanting to serve and get involved in the community in which they live.

Responsibilities:
--- Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals
--- Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios
--- Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs
--- Develop and deliver risk management strategies for each customer based on their risk profile
--- Maintain professional relationships with the clientele and excellent customer service
--- Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education
--- Attend training and obtain relevant licenses in a timely manner
--- Consistent communication with leadership team

Qualifications:
Required:
--- High school diploma required
--- Candidates should have basic computer skills and be able to use Microsoft Office programs, including email
--- Excellent communication, customer service, analytical, and interpersonal skills
--- Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63
--- Demonstrate self-discipline in a hybrid work environment

Preferred:
--- Bachelor's degree
--- Some experience with a CRM or sales lead software is beneficial
--- Some experience in a direct sales environment is beneficial
--- Zoom proficiency for virtual settings

About Company:
We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2022. For over 77 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

A promise to work with you to build a strong financial future for both you and your clients.

Keywords: New York Life DFW, Fort Worth , Entry Level Financial Advisor, Accounting, Auditing , Fort Worth, Texas