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Financial Specialist Employee

Posted On : 11/3/2017

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Job Description

Iconic NYC Mutual Company seeking 2 individuals who want to build an insurance & financial business with the potential to earn a significant income, set their own pace and maintain a flexible schedule.  Dedicated to serving your community, they are looking for people with a great drive to succeed, the passion to make a difference and the desire to love what they do.
 
Responsibilities:
• Leverage company provided resources to cultivate new business opportunities
• Meet or exceed targets for lead generation
• Meeting and contacting potential clients to discuss financial concerns and needs
• Prepare financial strategy recommendations by analyzing and summarizing client information
• Gain clients confidence by providing valuable support and service
• Review accounts to determine if life changes necessitate new financial strategies
• Develop and implement new business marketing plans
 
Serious and committed training is involved here:
 
Training:
• Sponsored license and certification training.
• NYLIC University: One of the most comprehensive and well-respected training programs in the • financial services industry.
• Ongoing leadership and career development training.
• Life and Health License preferred but not required (company sponsorship available)
• FINRA Series 6, Series 7, Series 63 a plus (paid sponsorship available)

Job Requirements

Qualifications:
• Fast Track to Management or Partner available based on previous experience
• Minimum Bachelor's Degree
• Leadership or Management Experience a plus
• Entrepreneurial Mindset
• Results Oriented
• Business development experience a plus 

 

 

 

 

Posted : 11/3/2017
Job ID# : 683
Job Location : New York, NY
Category : Finance
Job Type : Employee
Minimum Experience : 0
Required Education : 4-Year Degree
Salary : -
Benefits : -
Job Shift :
Penda Aiken, Inc.
330 Livingstone Street, 2nd. Fl
Brooklyn, NY 11217-1002

Toll: (855) 633-9291
Office: (718) 643-4880
Fax: (718) 643-9573
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