Financial Services Professional
4 weeks ago
We are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life Insurance Company. As a Financial Services Professional, you will be responsible for implementing social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.
Key Responsibilities- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
- Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
- Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
- Required to effectively network to identify potential new clients.
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.
- Must have effective relationship management skills.
New York Life Insurance Company is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
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Financial Services Professional
4 weeks ago
Columbus, Ohio, United States New York Life Insurance Company Full timeFinancial Services Career OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. As a Financial Services Professional, you will be responsible for implementing social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term...
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Financial Services Professional
4 weeks ago
Columbus, Ohio, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Professional to join our team at New York Life Insurance Company.Key ResponsibilitiesImplement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service...
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Financial Services Specialist
1 month ago
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Financial Services Professional
1 month ago
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Financial Professional
1 month ago
Columbus, Ohio, United States New York Life Insurance Company - Columbus, OH Full timeUnlock Your Potential as a Financial ProfessionalAre you a driven individual with a passion for helping others achieve their financial goals? Do you possess excellent communication and relationship-building skills? If so, we invite you to explore a career as a Financial Professional with New York Life Insurance Company.About the RoleAs a Financial...
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Insurance and Financial Services Professional
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Financial Planning Assistant
1 month ago
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High Net Worth Financial Services Professional
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Financial Services Career
4 weeks ago
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Voya Financial Advisor
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Financial Services Representative
4 weeks ago
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Financial Analyst
1 month ago
Columbus, Ohio, United States Personnel Services Full timeJob OverviewPersonnel Services is seeking a highly skilled Accountant to join our team. As an Accountant, you will be responsible for preparing financial reports, performing general accounting duties, and maintaining the general ledger.Key ResponsibilitiesPrepare financial reports to track assets, liabilities, profit and loss, tax liabilities, and other...
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Financial Services Associate
4 weeks ago
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Financial Services Coordinator
1 month ago
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Sales Professional
4 weeks ago
Columbus, Ohio, United States MacDonald Financial Solutions Full timeJob OverviewWe are seeking a highly motivated and results-driven Sales Professional to join our team at MacDonald Financial Solutions. As a key member of our sales team, you will be responsible for assessing client needs and selling various insurance policies based on client qualifications.Key Responsibilities:Assess client needs and sell insurance policies...
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Insurance and Financial Services Professional
4 weeks ago
Columbus, Ohio, United States Kyle Elkins - State Farm Agent Full timeJob OverviewKyle Elkins - State Farm Agent is seeking a motivated and career-oriented professional to join their team in Columbus, OH. As a State Farm team member, you will build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesUse a customer-focused,...
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Financial Services Analyst
1 month ago
Columbus, Ohio, United States MyComputerCareer Inc Full timeJob SummaryMyComputerCareer Inc is seeking a highly skilled Financial Services Analyst to join our team. As a key member of our Financial Services Department, you will be responsible for maintaining the confidentiality of financial aid information and reporting any issues or improvement plans to the Director of Financial Services.This role will also play a...
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Chief Financial Officer
1 month ago
Columbus, Ohio, United States MRA Recruiting Services Full timeJob SummaryThe Financial Director will oversee all accounting and financial operations of the organization, ensuring compliance with generally accepted accounting principles and regulatory requirements. This includes managing budgets, preparing financial reports, and advising management on financial strategies and policies.Key Responsibilities:Supervise and...
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Accounting Coordinator/Financial Assistant
4 weeks ago
Columbus, Ohio, United States Kelly Services Full timeJob Title: Accounting Coordinator/Financial AssistantKelly Services is seeking a detail-oriented and organized Accounting Coordinator/Financial Assistant for a temporary position to support the financial and administrative functions within a manufacturing supplier in the Columbus, OH area.Key Responsibilities:Manage purchase requisitions, track expenses, and...
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Member Services Representative II
4 weeks ago
Columbus, Ohio, United States KEMBA Financial Credit Union Full timeJob SummaryThe Member Services Representative II is a key role at KEMBA Financial Credit Union, responsible for delivering exceptional sales and service experiences to our members. This position requires a results-driven individual who can effectively communicate with members, provide solutions to their financial needs, and maintain a high level of...