Financial Services Professional

3 weeks ago


Greenville, South Carolina, United States New York Life Full time
About the Role

As a Financial Services Professional at New York Life, you will have the opportunity to develop and implement tailored financial plans using our array of services. This will involve working with clients to collect personal financial information, including status, cash flow, and expectations, and using this information to provide financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.

Key Responsibilities
  • Develop and implement financial plans using our services, considering each client's financial needs and life circumstances
  • Employ a research-based approach to providing financial advice and strategies
  • Work with clients to collect personal financial information and document it in our CRM
  • Implement social media and other marketing tools to identify and generate prospects
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

About New York Life
New York Life is among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings from the four major rating companies: A.M. Best, Standard & Poor's, Moody's Investors Service, and Fitch. We have been recognized as one of the 'World's Most Admired Companies' by Fortune Magazine and have led the Million Dollar Round Table for 65 consecutive years.

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