Financial Services Expert

4 weeks ago


Melville, New York, United States New York Life - Melville, NY Full time
Job Title: Financial Services Expert

Job Summary: We are seeking a highly skilled Financial Services Expert to join our team at New York Life in Melville, NY. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our clients.

Key Responsibilities:

* Provide financial advice and strategies to clients based on their risk tolerance and financial objectives
* Establish strong relationships with new clients and continuously identify, seek, and approach prospects
* Ensure exceptional customer service is provided to existing clients
* Assist clients in implementing financial recommendations
* Design customized financial plans suitable for each client

Requirements:

* Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software
* Sales, phone skills, and personal skills

About New York Life:

We are committed to providing our agents with the guidance, support, and resources they need to serve our clients. Our agents are leaders in the industry, and we are built on a strong foundation since 1875.

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