Entry Level Financial Specialist
New York Life-NJ General Office
Newark, NJ
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JOB DETAILS
SKILLS
Business Administration, Cash Flow Projection, Communication Skills, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Estate Planning, Finance, Financial Planning, Financial Services, Interpersonal Skills, Microsoft Office, Mutual Funds, Sales Prospecting, Strategic Planning, Training Program, Wealth Management
LOCATION
Newark, NJ
POSTED
14 days ago
$60,000 - $90,000 at plan annually
Responsibilities:- Develop strong relationships within local communities
- Engage in a top-notch training program within the financial services industry
- Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives
- Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects
- Devise sustainable financial solutions tailored to clients' long-term needs
- Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions
- Excellent communicator who is willing to provide great client service
- A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
- Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed
- Preferred Bachelor’s degree, but not required
- FINRA licenses are a plus, but not required
Traits of our most successful associates:
- Enterprising
- Strong work ethic
- Desire to help people
- Positive attitude
- Integrity
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We had over 175 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #78 on Fortune 100 in 2024
- Most MDRT members in any United States Mutual Company 2019
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24
About the Company
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