Entry Level Finance Professional

Job Description
If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies.

Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Work with each client to collect personal financial information, including status, cash flow, and expectations for documentation in our CRM
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
The ability to successfully network to prospect for new potential clients is a must
About NYL - John Kelly:
We are among the strongest and most respected financial companies in the world.

We have received the highest financial strength ratings currently awarded to any U.Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.