Financial Service Representative Position Available In Suffolk, Massachusetts

Financial Service Representative New York Life – John Judkins Boston, MA Job Details $90,000 – $120,000 a year 8 hours ago Benefits Flexible schedule Qualifications Financial planning Series 6 Mid-level Financial analysis 3 years Series 7 Risk management Life & Health Insurance License Communication skills Series 63 Full Job Description We are looking for an experienced life agent, wealth advisor, or registered representative to join our team. If you are ready to take your practice to the next level of success, our successful professionals are committed to mentoring you. In addition to having access to a mentor, sales development manager, and product consultants, you’ll have access to BYLIC University, New York Life’s well-known training program. New York Life’s blended-learning curriculum is designed to meet your professional development needs throughout the various stages of your career. Ready to specialize? When you join New York Life, you’ll have a clear path to specialization. Thanks to New York Life’s exclusive partnership with the American College of Financial Services, you will be able to deepen your expertise in one of the practice model tracks: Financial Guidance Retirement Planning Wealth Advisory Business Solutions Estate Planning Who are we looking for?

Life/Health Licensed Agents Registered Representatives Investment Advisor Representatives Compensation:

$90,000 – $120,000 yearly

Responsibilities:

Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies. Regularly review and monitor clients’ financial portfolios to ensure alignment with their objectives and make adjustments as needed. Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning. Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning. Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism.

Qualifications:

3+ years of experience in financial planning or a related field. Life and Health Insurance License. Strong background in financial analysis and risk management. Excellent interpersonal and communication skills. SIE, Series 6/7, and Series 63 preferred. About Company New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning.

Description of activities and responsibilities:

As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation