Financial Services Professional

1 week ago


Houston, Texas, United States New York Life - Houston General Office Full time
Job Overview

New York Life - Houston General Office is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a vital role in assisting clients in reaching their financial aspirations.

Key Responsibilities
  • Client Relationship Management
    • Build and maintain strong relationships with individuals, families, and businesses to understand their financial goals and create customized plans.
    • Offer comprehensive financial planning services, including retirement, investment, estate planning, risk management, and insurance.
  • Financial Planning and Analysis
    • Analyze clients' financial situations to develop tailored strategies and recommendations.
    • Continuously update plans based on market trends and regulatory changes.
  • Business Development
    • Actively seek new clients through networking and referrals.
  • Professional Development
    • Stay informed about industry trends and best practices through New York Life's educational resources.
Requirements
  • Proven Track Record
    • Proven track record of consistently meeting and surpassing sales goals.
  • Education and Skills
    • Bachelor's degree or relevant two-year college program preferred but not required.
    • Exceptional verbal and written communication skills with the ability to build trust and credibility quickly.
  • Personal Qualities
    • Flexible schedule and commitment to work-life balance.
About New York Life

New York Life is a top mutual life insurance company in the U.S., dedicated to delivering financial security and stability to its policyholders. As a prestigious organization, New York Life offers rewarding career opportunities with a strong focus on employee development and improving policyholders' lives.



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