Financial Professional
:
Our firm is growing rapidly, and we are looking for an experienced sales professional to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb inter-personal and customer service skills. We offer comprehensive training in Financial and Insurance solutions. If this sounds like a fit for your expertise, start your application today!
Compensation:$80,000 - $120,000
Responsibilities:- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- A Bachelor's degree in business administration, finance, or a related field is required
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Current Professional License, Florida 215 Life, Health and Annuity License. Series 6 or 7 preferable License
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Benefits include:
- W2
- Group Health
- Life and Disability
- Retirement Plan
- Tuition reimbursement for all Financial Education
Recommended Jobs
Patient Service Specialist PR
Job Requirements POSITION SUMMARY The Patient Service Specialist Patient Relations (PR) ensures the Mission/Vision and financial integrity of Health First, Inc. by achieving sustainable levels …
Lymphedema Certified Therapist
Parx Home Health Care is looking for a Lymphedema Certified Therapist to join our team! The Therapist will be responsible for providing high quality and coordinated care to patients in their h…
System Director Public Safety
Location: Lee Health -2776 Cleveland Ave Fort Myers FL 33901 Department: Public Safety Work Type: Full Time Minimum to Midpoint Pay Rate: $105,040 - 141,835.20 Summary Responsible fo…
Remote Telehealth Licensed Practical Nurse- FL License Required
Salary: $65,000-$70,000 (Negotiable, depending on experience) plus health benefits, PTO, 401k with match, and more Job Summary: Our client is seeking a Licensed Practical Nurse (LPN) to supp…
Asphalt Milling Machine Operator
The Middlesex Corporation is a nationally recognized and award-winning leader in the heavy civil construction industry. Since 1972, the family business founded by Robert W. Pereira has developed an e…
Pest Supervisor
WHY WORK WITH US? Waynes is a leader in modern pest control and lawn care with branches throughout Alabama, Mississippi, and Tennessee. We embody our core values of Character, Integrity, Perseverance…
Child Life Specialist
Lee Health is seeking a dedicated Child Life Specialist to join our team in Southwest Florida, providing vital support to pediatric patients and their families. As a key component of our healthcare se…
Account Manager
Randstad, the world's leading partner for talent, is investing in an Account Manager for our Randstad Digital specialty. As an Account Manager, you will be responsible for driving new business throu…
Nurse Practitioner or Physician Assistant - North Port, FL - Primary Care - No call!
Job Description Incredible New Nurse Practitioner/Physician Assistant opportunity! We are seeking a talented and dedicated APP for a Family Medicine/Primary Care opportunity practice to join a l…
RN Clinical Nurse Coordinator New Tampa FSED
HCA Healthcare, a leading provider of patient-centered medical services, is seeking a dedicated RN Clinical Nurse Coordinator for our New Tampa Freestanding Emergency Service Department (FSED). This c…