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Financial Services Professional
2 months ago
We are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life-Charlotte. As a key member of our team, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.
Our ideal candidate is a self-starter with a passion for helping others achieve their financial goals. You will be responsible for researching and providing financial advice and strategies to clients, creating customized financial plans, and identifying new business opportunities.
We offer a comprehensive training program, marketing support, and ongoing professional development to help you succeed in your role. Our team is committed to excellence and integrity, and we are looking for someone who shares our values.
Responsibilities- Provide financial advice and strategies to clients through educational meetings or seminars.
- Create customized financial plans using our products and services.
- Identify and pursue new business opportunities through social media and other marketing tools.
- Build strong relationships with clients as their trusted advisor.
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
- 2 years of sales experience or related marketing experience preferred.
- Some industry or product knowledge is preferred.
- A self-starter with a passion for helping others achieve their financial goals.
- A consistent top performer in sales.
- Excellent communication and relationship management skills.
- Entrepreneurial spirit and ability to work independently.
New York Life-Charlotte is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We are among the strongest and most respected financial companies in the world, with the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), & Fitch (AAA). We have received the highest ratings for 69 consecutive years, and we are committed to excellence and integrity in all our interactions with our clients and business partners.
