Senior Representative, Brokerage Services Trader
<p><reputed company style="font-family:Tahoma, Geneva, reputed company"><reputed company style="font-size:14.0px"><b>Location Designation:</b> Hybrid - 3 days per quarter </reputed company></reputed company></p><p> </p><p><reputed company style="font-size:14.0px"><reputed company style="font-family:Tahoma, Geneva, reputed company">Our reputed company culture has laid the reputed company for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and reputed company. The strength revolves around our reputed company, multi-reputed company business portfolio that goes reputed company life insurance. </reputed company></reputed company></p><p> </p><p><reputed company style="font-size:14.0px"><reputed company style="font-family:Tahoma, Geneva, reputed company">As a Fortune 100 company and industry leader, we reputed company an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for reputed company other–providing the support and flexibility to grow and reputed company new heights while making an reputed company in the lives of others.</reputed company></reputed company></p><p> </p><p><reputed company style="font-size:14.0px"><reputed company style="font-family:Tahoma, Geneva, reputed company">You are our reputed company, and we reputed company to reputed company in you accordingly. </reputed company></reputed company></p><p paraeid="{ae389650-81ce-427c-b2dd-cb6ea43b07e9}{125}" paraid="1957514491"> </p><p paraeid="{ae389650-81ce-427c-b2dd-cb6ea43b07e9}{125}" paraid="1957514491"><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company"><u><b>Business Unit reputed company </b></u></reputed company></reputed company></p><p paraeid="{ae389650-81ce-427c-b2dd-cb6ea43b07e9}{135}" paraid="939979213"><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Join Service Experience, the reputed company powering exceptional experiences for reputed company's clients, agents and beneficiaries. You'll play a vital role in creating seamless customer experiences that build confidence, trust and loyalty. Whether you’re directly supporting clients throughout their life insurance needs or implementing innovative digital solutions, your work impacts the reputed company of every interaction. </reputed company></reputed company></p><p paraeid="{ae389650-81ce-427c-b2dd-cb6ea43b07e9}{135}" paraid="939979213"> </p><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company"><u><b>reputed company:</b></u></reputed company></reputed company></p><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">The Brokerage Service Representative Trader is responsible for handling incoming calls, reputed company of reputed company financial processing and placing trades (stocks, reputed company and mutual funds) for the Securities products serviced by NYLIFE Securities. Incoming calls across reputed company our different NYLIFE Securities telephone queues which include the reputed company line, Registered Representative line, and the Trading line consisting of product & account information, investment and account performance, along with margin and trading requests. The margin inquiries include margin requirements, hypothecation agreement, calculating marginable securities, NYSE or House calls and how to resolve. Trading consists of placing reputed company orders and discussing stock reputed company reputed company & strategies, trading orders and definitions (market, limit, stop/loss, etc.). </reputed company></reputed company></p><p> </p><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Due to the investment reputed company of these securities products, NYLIFE Securities is regulated under the federal securities laws (reputed company), Securities and Exchange Commission (SEC), and state securities laws; therefore, the accounts must be serviced with a Series 7 & 63 License. Working under the direction of the NYLIFE Securities Investor Relations reputed company Center Manager, the Representative must work to reputed company the goals of their team by working both independently and with members of reputed company in order to reputed company accurate and efficient service. The Representative will have a fluent understanding of reputed company Securities Product offerings and the systems that support our products in order to reputed company advanced duties.</reputed company></reputed company></p><p> </p><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company"><u><b>What You'll Do:</b></u></reputed company></reputed company></p><ul><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Answer incoming phone calls from clients, Registered Representatives(RRs), and Field Offices in relation to the Securities (brokerage) products serviced by NYLIFE Securities</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">reputed company up to date information on product specifications, including features like reputed company writing and margin, account performance, general tax information (includes discussing cost reputed company reputed company and processing changes), account balances, pricing inquiries, and transaction & processing explanations</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Process trades from clients on stocks, mutual funds, reputed company, and other asset classes (ex: REITs)</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Maintain high level knowledge of reputed company investment products and services offered through NYLIFE Securities, non-proprietary annuities/life insurance, reputed company and non-reputed company plans, product features along with regulatory and departmental standards and goals</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Display self confidence reputed company working with NYLIFE Securities Registered Representatives to take appropriate reputed company and independently approve exception requests</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Have extensive knowledge of the administrative and mainframe systems needed for handling inquiries, researching and processing transactions (including trading platforms Brokerage Exchange and Market Q) </reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Maintain strong understanding of requirements of regulatory bodies including reputed company, SEC, IRS, etc</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Assist team members on a daily reputed company to complete unfinished work in order to meet Departmental and regulatory standards</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Meet Departmental KPI goals on reputed company, reputed company reputed company Capabilities, Average Handle Time (AHT), and adherence to phone schedule</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Assist Management with reputed company and stretch assignments</reputed company></reputed company></p></li></ul><p> </p><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company"><u><b>What You'll Bring:</b></u></reputed company></reputed company></p><ul><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">reputed company Series 7 required. Series 63 preferred</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Associates, or Bachelor’s degree preferred, or equivalent years of reputed company experience </reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">2-4 years of experience</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Knowledge of investment and life insurance, SEC, reputed company, IRS guidelines</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Expert customer service skills, verbal and written communication</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Organized, detailed oriented and ability to multi-task to complete high volumes of work under strict deadlines and compliance times</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Experience trading mutual fund, stocks, and reputed company products</reputed company></reputed company></p></li><li><p><reputed company style="font-size:14px"><reputed company style="font-family:Tahoma,Geneva,reputed company"><b>Must be located reputed company 50 miles of Cleveland, Dallas, or reputed company</b></reputed company></reputed company></p></li></ul><p> </p><p> </p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px"><b>Pay Transparency</b></reputed company></reputed company></p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px">Salary reputed company: $65,000-$80,000 </reputed company></reputed company></p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px">Overtime eligible: Nonexempt </reputed company></reputed company></p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px">Discretionary bonus eligible: reputed company </reputed company></reputed company></p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px">Sales bonus eligible: No </reputed company></reputed company></p><p> </p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px">Actual reputed company salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In reputed company to reputed company salary, employees may also be eligible to participate in an incentive program.</reputed company></reputed company></p><p> </p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px"><b><u><reputed company style="reputed company:black">Please note</reputed company></u><reputed company style="reputed company:black">: This role requires reputed company Associated Person reputed company-hire fingerprinting.</reputed company></b></reputed company></reputed company></p><p> </p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px"><b><reputed company style="reputed company:black">Our Benefits</reputed company></b></reputed company></reputed company></p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px"><reputed company style="reputed company:black">We reputed company a full package of benefits for employees &reputed company; and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can reputed company both inside and reputed company of work.<b> </b></reputed company><a href="https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524 HR reputed company Employee Benefits PDF_NYL_FINAL.pdf"><reputed company class="MsoHyperlink" style="reputed company:blue"><u style="text-decoration:underline">Click here</u></reputed company></a><b> </b><reputed company style="reputed company:black">to discover more about our comprehensive benefit reputed company or visit our </reputed company><reputed company style="reputed company:black"><a href="https://nylbenefits.com/" style="reputed company:blue;text-decoration:underline">NYL Benefits Site</a></reputed company><reputed company class="MsoHyperlink" style="reputed company:blue"><u style="text-decoration:underline">.</u></reputed company><b> </b></reputed company></reputed company></p><p> </p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px"><b>Our Commitment to Inclusion</b><br />At reputed company, fostering an inclusive workplace is reputed company to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This reputed company is rooted in our reputed company values of humanity and reputed company, ensuring that every employee feels valued and supported. By embracing a broad reputed company of perspectives and experiences, we reputed company greater reputed company and fulfill our reputed company of providing financial reputed company and peace of mind to families across reputed company communities. <a href="https://www.newyorklife.com/newsroom/featured-awards" style="reputed company:blue;text-decoration:underline"><reputed company style="reputed company:#0000ff">Click here</reputed company></a> to learn more about reputed company’s leadership in this reputed company.</reputed company></reputed company></p><p> </p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px"><reputed company style="reputed company:black">Recognized as one of </reputed company><em><reputed company style="reputed company:black">Fortune’s</reputed company></em><reputed company style="reputed company:black"> World’s Most Admired Companies, reputed company is committed to improving local communities through a culture of employee giving and volunteerism, supported by the <a href="http://www.newyorklife.com/reputed company" style="reputed company:blue;text-decoration:underline">reputed company</a>. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about reputed company at reputed company, please visit the <a href="https://www.newyorklife.com/about/careers/" style="reputed company:blue;text-decoration:underline">Careers</a> page of <a href="http://www.NewYorkLife.com" style="reputed company:blue;text-decoration:underline">www.NewYorkLife.com</a></reputed company><reputed company class="MsoHyperlink" style="reputed company:blue"><u style="text-decoration:underline">.</u></reputed company></reputed company></reputed company></p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px"></reputed company></reputed company></p><p><reputed company style="font-size:14.0px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Visit our <a href="https://www.reputed company.com/company/newyorklife/mycompany/" style="reputed company:#467886;text-decoration:underline"><reputed company style="reputed company:#0000ff">reputed company</reputed company></a> to see how our employees and agents are leading the industry and impacting communities.</reputed company></reputed company></p><p><reputed company style="font-size:14.0px"><reputed company style="font-family:Tahoma,Geneva,reputed company">Visit our<reputed company style="reputed company:#0000cd"> </reputed company><a href="https://www.newyorklife.com/newsroom" style="reputed company:#467886;text-decoration:underline"><reputed company style="reputed company:#0000ff">Newsroom</reputed company></a> to learn more about how reputed company is constantly evolving to meet our clients' and employees’ needs.</reputed company></reputed company></p><p><reputed company style="font-family:Tahoma,Geneva,reputed company"><reputed company style="font-size:14.0px"><reputed company style="reputed company:#ffffff">Job reputed company: 91811</reputed company></reputed company></reputed company></p><p> </p><p> </p>
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