Financial Planning Professional
7 days ago
New York Life - Dallas is a leader in the life insurance industry, offering a wide range of products and services to meet the diverse needs of individuals, families, and businesses.
We are committed to delivering lifelong value to our customers and empowering them to achieve their financial goals.
As a Financial Planning Professional, you will play a critical role in helping clients navigate the complexities of insurance, investments, and retirement planning.
Key Responsibilities:
- Discuss financial concerns and needs with potential clients
- Develop and implement customized financial strategies
- Stay up-to-date with industry developments through ongoing training
- Provide exceptional customer service and support
Requirements:
- Strong communication skills to effectively convey complex ideas
- Able to engage community and leverage personal networks
- Growth mindset and sales experience preferred
- Solid business expertise and knowledge required
Benefits:
- $50,000 - $80,000 annual salary
- Professional training and support from experienced consultants
- Digital sales and marketing tools
- Opportunities for career growth and advancement
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