Financial Services Professional

3 weeks ago

San Diego, United States New York Life Full time
Description

Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning.

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 chance to work with 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.

We require motivated, enterprising individuals who are willing to dedicate their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. The candidate must also have the ability to network and prospect for new clients, must have excellent communication skills, and effective relationship management skills.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity

Benefits Provided:

  • 401k & ROTH 401k
  • Defined Benefit Pension Plan
  • Health, Dental, Vision, Life, and Disability Insurance
  • HSA (Health Savings Account)


Responsibilities

•Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
•Create tailored risk management strategies directly with clients that align with their risk profiles
•Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances

Qualifications

•Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
•Proficiency with accounting or sales-related software is helpful
•High school diploma required; bachelor's degree preferred

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