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Wizehire · 1 day ago

Financial Advisor - San Diego

San Diego, CA

Full-time

Onsite

New Grad, Entry Level

Wizehire is associated with New York Life, offering financial products and services to help clients achieve their financial goals. The Financial Advisor role involves helping clients with retirement planning, education funding, and other financial strategies while providing training and support to develop a clientele.

Human ResourcesInternetRecruiting

Responsibilities

Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders

Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs

Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty

Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needs