Entry-Level Financial Service Professional
Compensation
From $90k /yr
Employment type
Full-time
Work setting
On-site
Location
New York, NY
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Entry-Level Financial Service Professional works onsite in New York, NY. The posting states $60,000–$90,000 at plan per year. NYL – John Kelly describes itself as a life insurer and financial services company. The role helps individuals, families, and businesses assess financial needs and consider customized strategies using life insurance, savings plans, mutual funds, and other products. It also develops client relationships through prospecting, information gathering, and financial planning conversations.
What you'll do
- Help clients implement financial recommendations involving life insurance, savings plans, mutual funds, and other products
- collect client financial information for CRM documentation
- prospect through networking, marketing, and social media
- participate in educational meetings or seminars
- assess client needs and develop individualized financial plans.
What we're looking for
- Skills & competencies
- financial service professionalentry-levelnew york nynyl – john kellylife insurancefinancial planningclient relationshipsprospectingmutual funds$60k–$90k at plan
- Work arrangement
- Weekend coverage required
About the employer
NYL - John Kelly is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Direct Life Insurance Carriers
- Occupation code
- 41-3031.00
You'll be redirected to the employer's application page.
Listing ID: cda90e59-05d1-48ad-9235-977e4309f078