Financial Services Specialist

5 days ago


Greensboro, North Carolina, United States New York Life Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As a key member of our sales force, you will be responsible for building relationships with clients and providing them with tailored financial solutions to meet their unique needs.

Key Responsibilities:

  • Develop and maintain a strong network of professional contacts and prospects to drive business growth.
  • Provide expert advice and guidance to clients on long-term investment solutions, retirement planning, life insurance, and business benefit solutions.
  • Identify and capitalize on new business opportunities to expand our client base and increase revenue.
  • Collaborate with internal teams to ensure seamless delivery of products and services to clients.
  • Stay up-to-date with industry trends and regulatory requirements to maintain a high level of expertise and provide exceptional client service.

Requirements:

  • Strong business acumen and ability to understand complex financial concepts.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Entrepreneurial mindset and ability to work independently with minimal supervision.
  • Strong analytical and problem-solving skills to identify and capitalize on new business opportunities.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.

What We Offer:

  • Competitive compensation and bonus opportunities.
  • Comprehensive benefits package, including medical, dental, vision, life, and disability insurance.
  • 401(k) and pension plans to support your long-term financial goals.
  • Opportunities for professional growth and development through our award-winning training programs.
  • A dynamic and supportive work environment that fosters collaboration and innovation.

Join Our Team:

New York Life is a leading provider of life insurance and financial services, with a rich history of helping generations of Americans achieve their financial goals. We are committed to building a diverse and inclusive team that reflects the communities we serve. If you are a motivated and results-driven professional looking for a challenging and rewarding career opportunity, we encourage you to apply.



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