Financial Service Professional

Company: Bighornlaw
Location: Huntington Beach
Posted on: November 11, 2024

Job Description:

Posted 2 days ago Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. Responsibilities

• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Qualifications
  • Must live in California
  • Required to effectively network to identify potential new clients
  • Must have effective relationship management skills
  • Must possess uncompromising integrity and the ability to communicate complex ideas Compensation: $82,000 at plan About New York Life-Irvine
    • At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions
    • Ranked #71 on the Fortune 500 list, Fortune magazine, 2024
    • Fortune magazine's list of World's Most Admired Companies in 2020, Fortune 100 Most Admired company in Insurance and financial services 2021 Take the first step to your future success.
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Keywords: Bighornlaw, Tustin , Financial Service Professional, Accounting, Auditing , Huntington Beach, California