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Financial Services Representative

1 month ago

Prescott, Arizona, United States New York Life Full time
About the Role

New York Life is seeking a self-motivated and driven individual with integrity and a passion for making a positive impact on people's lives. As a Financial Services Representative, you will help clients develop a sound, long-term strategy to achieve their financial goals through our comprehensive array of financial products and services.

Key Responsibilities
  • Provide peace of mind to clients while helping them navigate challenges such as preparing for retirement and saving for college.
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.
  • 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.
  • Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances.
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
  • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
Qualifications
  • Competitive
  • Enterprising
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
  • Must have effective relationship management skills
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
  • Required to effectively network to identify potential new clients