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Financial Services Professional

4 weeks ago

Richmond, Virginia, United States NY LIFE Full time
Job Opportunity

New York Life is seeking a motivated and driven individual to join our team as a Financial Services Professional. As a key member of our organization, you will play a crucial role in helping clients achieve their financial goals through our comprehensive array of financial products and services.

About the Role

As a Financial Services Professional, you will be responsible for developing and implementing tailored financial plans that meet the unique needs and circumstances of each client. You will work closely with clients to understand their financial objectives, identify areas for improvement, and provide personalized recommendations to help them achieve their goals.

Key Responsibilities

  • Develop and implement financial plans that align with clients' financial goals and objectives
  • Collect and organize clients' financial information to determine their financial status, goals, and expectations
  • Provide personalized financial recommendations and strategies to help clients achieve their goals
  • Research and stay up-to-date on industry trends and developments to provide expert advice to clients

Requirements

  • Must possess strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Required Licenses: Life, Health, Annuity, Series SIE, Series 6, Series 63, Must be able to pass the Series 7, and Series 65 within 12 months

About New York Life

New York Life is a leading financial services company with a long history of success. We offer a comprehensive range of financial products and services, including life insurance, annuities, and investment solutions. Our company is committed to providing our clients with the highest level of service and support, and we are seeking a motivated and driven individual to join our team.

Benefits

New York Life offers a competitive compensation package, including a base salary and commission-based income. We also offer a comprehensive benefits package, including medical, dental, vision, long-term disability, and group-term life insurance. Our company is an equal opportunity employer and welcomes applications from diverse candidates.