Financial Services Professional

2 weeks ago


Mobile, Alabama, United States New York Life Full time
About New York Life

New York Life is a leading financial services company that has been serving clients for over 175 years. We are committed to providing our customers with a wide range of financial products and services, including life insurance, annuities, and mutual funds.

Job Summary

We are seeking a highly motivated and experienced Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for developing and implementing financial plans for our clients, as well as providing ongoing support and guidance to help them achieve their financial goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
  • Provide ongoing support and guidance to clients, including regular reviews and updates to their financial plans.
  • Work closely with clients to understand their financial objectives and develop strategies to help them achieve them.
  • Stay up-to-date on industry trends and developments, and apply this knowledge to provide expert advice to clients.
  • Collaborate with other professionals within the company to ensure that clients receive a comprehensive range of financial services.
Requirements
  • Highly motivated and self-disciplined individual with excellent communication and interpersonal skills.
  • Ability to work effectively and independently, with a strong sense of accountability and responsibility.
  • Outgoing personality with a sincere desire to help others, and a strong ability to develop relationships.
  • Fearless, positive attitude with a willingness to take calculated risks and adapt to changing circumstances.
  • Organized and detail-oriented, with excellent time-management skills and a strong ability to prioritize tasks.
  • Desire for continuous learning and professional development, with a strong commitment to staying up-to-date on industry trends and developments.
Why New York Life?

We offer a comprehensive range of benefits and rewards to our employees, including:

  • A competitive compensation package, including base salary and bonus opportunities.
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Opportunities for professional development and career advancement, including training programs and mentorship.
  • A dynamic and supportive work environment, with a strong sense of teamwork and collaboration.
About Our Company Culture

New York Life is a company that values diversity, equity, and inclusion. We are committed to creating a workplace culture that is welcoming and inclusive of all employees, and we strive to provide opportunities for professional growth and development to all of our employees.



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