Financial Services Professional

3 weeks ago


New York, United States New York Life Full time

Company Description New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We promote a culture of giving and volunteerism, supported by our own New York Life Foundation. We value development, career growth, collaboration, innovation, and diversity & inclusion. Role Description This is a full-time, on-site role for an Entry Level Financial Services Professional located Edison N.J. The Financial Services Professional will work with New York Life clients to determine their financial planning needs and provide them with the appropriate solutions. The Professional will also be responsible for communicating these solutions to clients and maintaining ongoing relationships with them. Qualifications Financial Planning and Finance skills Retirement Planning knowledge Excellent Communication skills Experience in Financial Services is preferred Bachelor's or Associate's degree in Business, Finance, or related field Series 6, 63, and/or 7 certifications are a plus Experience in customer service, sales, or related fields is also beneficial.



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