Financial Services Professional
2 weeks ago
We are seeking a highly motivated and experienced Financial Services Professional to join our team at New York Life Nassau-Suffolk Region. As a Financial Services Professional, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.
Key Responsibilities- Assess Client Needs: Conduct thorough assessments of each client's potential life and financial needs to create personalized financial plans that leverage our products and services.
- Provide Financial Guidance: Participate in educational meetings or seminars to research and provide sound financial advice to clients based on their risk tolerance and financial objectives.
- Sales and Marketing: Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from our financial products and services.
- Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions to meet their needs.
- Uncompromising Integrity: Possess uncompromising integrity and the ability to effectively communicate complex financial programs and ideas.
- Networking and Prospecting: Have the ability to successfully network and prospect for new clients to grow your business.
- Relationship Management: Possess strong relationship management skills to build and maintain strong relationships with clients and colleagues.
New York Life is a mutual company, accountable only to our policyholders. We are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.
We are committed to providing our employees with a comprehensive training program, marketing support, and ongoing professional development opportunities to help them succeed in their careers.
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Financial Services Representative
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Financial Services Representative II
1 week ago
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Financial Services Representative
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Financial Services Representative II
1 day ago
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Financial Security Specialist
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Outpatient Clinical Manager
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Medford, Oregon, United States ColumbiaCare Services, Inc. Full time{"title": "Outpatient Clinical Manager", "description": "About the JobWe are seeking an experienced Outpatient Clinical Manager to join our team at ColumbiaCare Services, Inc. in Medford, Oregon.The successful candidate will provide clinical supervision to our Outpatient Services' Qualified Mental Health Professional (QMHP) and Qualified Mental Health...
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Outpatient Services Coordinator II
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