Financial Services Representative

11 hours ago


White River Junction, Vermont, United States New York Life - Robert Rice Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at New York Life - Robert Rice. As a key member of our team, you will be responsible for providing exceptional financial guidance and support to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Conduct thorough financial assessments to identify clients' needs and develop personalized financial plans
  • Provide expert advice on insurance, investment, and retirement planning solutions to clients
  • Build and maintain strong relationships with clients, understanding their unique financial situations and goals
  • Stay up-to-date on industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations
  • Collaborate with internal teams to deliver exceptional client experiences and drive business growth
Requirements
  • Strong communication and interpersonal skills, with the ability to build trust with clients
  • Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
  • Proven ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines
  • Strong knowledge of financial products and services, including insurance, investments, and retirement planning
  • Ability to work independently and as part of a team, with a focus on delivering exceptional results
About New York Life

New York Life is a leading financial services company, committed to helping our clients achieve their financial goals. With a rich history of innovation and a strong commitment to our clients, we offer a unique opportunity for professionals to grow and develop their careers in a dynamic and supportive environment.

We are proud to be recognized as one of the "World's Most Admired Companies" by Fortune Magazine and to have received the highest financial strength ratings from all four major rating agencies. Our company culture is built on a foundation of integrity, teamwork, and a passion for delivering exceptional results.

As a Financial Services Representative with New York Life, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on the lives of our clients.

We offer a competitive compensation package, including a base salary, commissions, and bonuses, as well as a comprehensive benefits program, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

If you are a motivated and results-driven professional with a passion for financial services, we encourage you to apply for this exciting opportunity to join our team at New York Life - Robert Rice.



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