Financial Consultant

Company: Bighornlaw
Location: Chicago
Posted on: November 6, 2024

Job Description:

Posted 3 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.Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial 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:

• 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.
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
• Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.Qualifications:
  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.
  • Required to effectively network to identify potential new clients.
  • Relationship management skills are required.Compensation: $60,000+ at plan.
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Keywords: Bighornlaw, Wheaton , Financial Consultant, Accounting, Auditing , Chicago, Illinois