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Financial Services Associate

2 months ago

Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time


If you are eager to launch your career in the insurance and financial services sector, gaining insights from experienced professionals can significantly enhance your prospects.

At New York Life Insurance Company, a leading Fortune 100 organization, we are committed to empowering individuals and families to achieve financial stability as a Financial Professional in training.

You will have the chance to be guided by and collaborate with accomplished agents and advisors, helping to shape your journey towards success.

We provide a hybrid work environment, offering you the flexibility to work remotely while maintaining a strong connection with our local team.


What distinguishes us? At New York Life, we prioritize comprehensive training and continuous support to ensure your success. You will receive the necessary guidance and resources to develop proficiency in insurance products and financial planning, enabling you to deliver personalized recommendations and solutions to clients. This dynamic role allows you to build relationships, educate clients, and assist them in making informed decisions to protect their financial future.


If you are enthusiastic about embarking on a fulfilling career in insurance and financial services, passionate about making a positive difference, and seeking the ability to set your own pace and income goals, New York Life Insurance Michigan offers the opportunity you are looking for.

Key Responsibilities

Client Relationship Management:
Cultivate relationships with clients by understanding their financial objectives and providing customized advice and solutions.

Comprehensive Financial Analysis:
Perform detailed financial needs assessments to identify areas for improvement and offer appropriate recommendations.

Informative Presentations: Conduct engaging presentations to educate clients on insurance offerings and financial planning strategies.

Cross-Selling Opportunities: Recognize chances to enhance clients' coverage and financial portfolios by suggesting additional insurance products.

Networking Initiatives: Participate in networking events and proactively seek potential clients to expand your professional connections.

Continuous Learning:
Regularly update your knowledge of insurance products, industry regulations, and financial planning techniques to better serve your clients.

Qualifications

Educational Background: A bachelor's degree in finance, business, or a related field is preferred but not mandatory.

Professional Skills: Excellent communication skills, both verbal and written, with the ability to convey complex financial concepts clearly and concisely.

Entrepreneurial Spirit:
Self-driven with a strong desire to excel in a competitive sales environment.

Networking Skills: Proven track record of building and expanding a professional network through relationship development and referrals.

Integrity and Professionalism: Commitment to upholding the highest ethical standards in all client interactions.

Technological Proficiency: Comfortable utilizing computer applications and digital tools to facilitate client meetings and presentations.

Licensing Requirements: Must possess or be able to obtain a Life & Accident/Health license; capability to secure SIE, Series 6, and 63 licenses.