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Financial Representative
Financial RepresentativeNew York Life - Orlando • Orlando, FL, US
Financial Representative

Financial Representative

New York Life - Orlando • Orlando, FL, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation : $70,000 - $113,000

Responsibilities :

  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Qualifications :

  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • Bachelor’s degree in business administration, finance, or related field is required
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed

    • About Company

    We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies : Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)1. For over 60 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.

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    Financial Representative • Orlando, FL, US

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