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Financial Services Professional

1 month ago

Sugar Land, Texas, United States New York Life Full time

At New York Life Insurance Company, we are dedicated to helping our clients achieve their financial goals and secure their future.

Job Description:

As a Financial Advisor, you will play a critical role in developing and implementing customized financial solutions for our clients.

Responsibilities:
  • Conducting meetings with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Analyzing client data to identify areas for improvement and recommending suitable insurance products.
  • Developing and implementing sales strategies to attract and retain new clients.
  • Collaborating with other New York Life professionals to provide comprehensive financial solutions.
Requirements:
  • Prior experience in sales, customer service, or a related field is highly desirable.
  • Excellent communication and interpersonal skills are essential for building relationships with clients.
  • The ability to analyze complex data and make informed recommendations.
  • A strong drive to succeed and achieve personal and professional goals.
  • The capacity to adapt to changing market conditions and industry trends.
  • Familiarity with life insurance, annuities, and retirement planning is an advantage.
  • A commitment to upholding the highest standards of professionalism and ethics.
  • A bachelor's degree in business, finance, marketing, or a related field is preferred.
  • A willingness to obtain a state Life & Health insurance license if not already licensed.
  • Fluency in additional languages is a plus.