Entry-Level Financial Advisor
Are you an ambitious and enthusiastic individual with a deep interest in the financial sector? Come aboard our team as an Entry-Level Financial Advisor located in Frisco, TX. This opening is ideal for those keen on broadening their expertise and competencies in finance. The perfect candidate will provide expert advice on investments, retirement planning, taxes, insurance, and other financial instruments. You will collaborate closely with clients to evaluate their financial needs, create customized strategies, and suggest suitable financial remedies. Effective communication skills and a positive outlook are vital traits for excelling in this position.
We are in search of an individual who not only understands the financial services industry but also demonstrates a strong dedication to ongoing learning and development. As the chosen candidate, you will deliver clients well-informed guidance on investments, retirement funds, taxes, insurance, and a variety of financial products. Your responsibilities will include assessing clients' financial goals and designing personalized strategies to recommend the most appropriate choices. A welcoming demeanor and outstanding communication abilities are crucial attributes for this role.
Compensation:
$75,000 - $95,000+ yearly
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 the leadership team
Qualifications:
Required:
• A 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.
Apply Now
Apply Now
We are in search of an individual who not only understands the financial services industry but also demonstrates a strong dedication to ongoing learning and development. As the chosen candidate, you will deliver clients well-informed guidance on investments, retirement funds, taxes, insurance, and a variety of financial products. Your responsibilities will include assessing clients' financial goals and designing personalized strategies to recommend the most appropriate choices. A welcoming demeanor and outstanding communication abilities are crucial attributes for this role.
Compensation:
$75,000 - $95,000+ yearly
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 the leadership team
Qualifications:
Required:
• A 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.
Apply Now
Apply Now