Financial Professional Agent

New York Life Greater Atlanta-posted 6 days ago

Full-time • Entry Level

Newnan, GA

5,001-10,000 employees

Resume

Match Score

Upload and Match ResumeTrack Jobs with Teal

This position is a client-based role that has the support of a Fortune 100 company. As a Financial Professional with New York Life Greater Atlanta, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your future as well because you’ll have the chance to start your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Traits of our most successful Associates: Passion to help people Integrity Attitude for success Enthusiasm Self-discipline Resilience Goal-Oriented Coachable The ideal candidate would be Bilingual in Spanish/English!

Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Embrace the role of a structured yet coachable team player, open to continued education and training from other team members

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus

Track Jobs with Teal

Job Search Resources

•

Resume Builder

•

Virtual Financial Advisor Resume Examples

•

Cover Letter Examples

Financial Professional Agent

Job Search Resources

Tools

Career Hubs

Guides

Company