Financial Planning Consultant

Company: Bighornlaw
Location: Dallas
Posted on: February 7, 2025

Job Description:

Our mission at New York Life 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.We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Opportunity for promotion and development is a possibility, as New York Life tries to help agents flourish within their role.Responsibilities

• Prospect and contact potential clients to discuss their financial needs and concerns
• Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
• Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs
• Create and implement business and marketing plans that will expand your client base
• Develop your professional skills and knowledge through the New York Life training curriculum
• Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planning
• Manage schedule and calendar
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications
  • Sales experience preferred with a growth mindset
  • Strong business acumen
  • Must possess uncompromising integrity
  • Ability to engage your community and leverage personal networks and contacts
  • Excellent communication skills both written and verbal to communicate complex skills
  • Motivated and driven personality
  • Willingness to obtain licensure, if necessary
  • Strong leadership skills
  • Ability to adapt to changing needs
  • Innovative and self-driven
  • Flexibility
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is requiredCompensation$50,000 - $80,000 yearlyAbout New York Life - DallasAs a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers.New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.
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Keywords: Bighornlaw, Dallas , Financial Planning Consultant, Professions , Dallas, Texas