Retirement Planning Specialist

3 days ago


Raleigh, North Carolina, United States New York Life Full time
Unlock Your Potential as a Retirement Planning Specialist

Are you passionate about helping others achieve financial security and independence? Do you enjoy working with people and building strong relationships? If so, this could be the perfect opportunity for you As a Retirement Planning Specialist with New York Life, you will have the chance to make a real difference in people's lives while advancing your own career.

**About New York Life:**
With over 175 years of experience, New York Life is one of the most trusted names in the financial services industry. We are committed to providing exceptional service and support to our clients, and we're looking for talented individuals like you to join our team

**Estimated Salary:** $115,917 (based on average agent income for 2022)

Key Responsibilities:
  • Assess clients' financial situations and create customized plans to help them achieve their retirement goals
  • Develop and implement effective marketing strategies to attract new clients
  • Collaborate with colleagues to identify opportunities for cross-selling and upselling


Requirements:
  • Bachelor's degree or higher in a related field (e.g., finance, economics, business)
  • Proven track record of success in sales or customer service
  • Able to work independently and as part of a team


Benefits:
  • Competitive salary and bonus structure
  • Ongoing training and development opportunities
  • A comprehensive benefits package, including medical, dental, and vision insurance


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