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Financial Services Specialist

2 months ago

Fort Collins, Colorado, United States New York Life - Fort Collins Full time
Job Overview

We are a leading Fortune 100 firm seeking highly motivated and results-driven professionals to join our team in Northern Colorado. As a Financial Services Specialist, you will play a critical role in helping individuals and families achieve their financial goals.

Key Responsibilities
  • Develop and implement personalized financial plans for clients, focusing on their unique needs and objectives.
  • Conduct thorough needs analyses to identify opportunities for growth and improvement.
  • Build and maintain strong relationships with clients, providing exceptional customer service and support.
  • Stay up-to-date on industry trends and developments, applying this knowledge to drive business growth and success.
  • Collaborate with colleagues to achieve team goals and objectives.
Requirements
  • Bachelor's degree in a related field, such as finance, business, or economics.
  • Proven track record of success in a sales or customer-facing role.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
About Us
  • We are a Fortune 100 firm with a long history of success and a strong reputation in the industry.
  • We offer a comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) plan and other perks.
  • We are committed to helping our employees achieve their career goals and provide opportunities for growth and development.