Financial Services Professional

2 weeks ago


Newark, New Jersey, United States New York Life-NJ General Office Full time
Financial Services Professional

We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at New York Life-NJ General Office. As a Financial Services Professional, you will be responsible for developing strong relationships with clients, providing exceptional customer service, and creating long-term financial solutions.

Key Responsibilities:
  • Network within local communities to develop strong relationships with clients and prospects.
  • Participate in comprehensive training programs to enhance your knowledge and skills in financial services.
  • Determine clients' financial situations, goals, and objectives to provide tailored financial solutions.
  • Serve as a trusted advisor for new clients, providing strategic product, plan, and investment recommendations.
  • Create long-term effective financial solutions for clients, supporting their progress toward their financial goals.
Requirements:
  • Excellent communication and interpersonal skills, with a strong ability to provide great client service.
  • A basic understanding of the financial industry and financial products, with a willingness to learn and grow.
  • Basic knowledge of computer programs, including Microsoft Office, Google Suite, and CRM systems.
  • Preferred Bachelor's degree, but not required. FINRA licenses are a plus, but not required.
What We Offer:

We offer a competitive salary range of $65,000 - $95,000 at plan annually, as well as opportunities for growth and development in a dynamic and supportive environment.



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