Financial Consultant

New York Life - Houston General Office • Houston, TX, United States • $200k - $250k / year • 11h ago

Our firm is growing quickly and we’re seeking a new Entry-Level Financial Consultant to join our team. The ideal candidate will be enthusiastic about learning the essentials of financial services for effective wealth management and helping clients reach their financial goals. Key qualities include strong communication skills, excellent math and analytical abilities, and sound decision-making. If this describes you, apply today! Responsibilities: • Master New York Life’s insurance products and effectively communicate their benefits to clients. • Present proposals, explain policy details and assist with applications, focusing on sales. • Offer ongoing support, including policy reviews and updates, to meet clients' financial needs. • Network, attend events, and leverage connections to prospect and generate new business. • Enhance your knowledge of insurance products and sales techniques through New York Life’s training and development programs. Qualifications: • Focus on building long-term client relationships by understanding their needs and offering personalized solutions. • A degree in finance or related fields is helpful but not required; experience in sales, customer service, or financial services is valued. • New York Life's license sponsorship program helps candidates obtain the necessary licenses to become Financial Consultants. For details, contact New York Life directly. Compensation: $77,000 - $100,000 yearly

• Master New York Life’s insurance products and effectively communicate their benefits to clients. • Present proposals, explain policy details and assist with applications, focusing on sales. • Offer ongoing support, including policy reviews and updates, to meet clients' financial needs. • Network, attend events, and leverage connections to prospect and generate new business. • Enhance your knowledge of insurance products and sales techniques through New York Life’s training and development programs.

Compensation:
$77,000-$100,000 per year

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