Financial Services Specialist
1 month ago
At New York Life, we're committed to helping driven individuals like you achieve their financial goals. As a Financial Professional, you'll play a vital role in shaping the financial futures of our clients. With our comprehensive training and support, you'll have the tools and expertise to succeed in this rewarding career.
Key Responsibilities:
- Build and maintain strong relationships with clients, providing personalized financial guidance and support
- Assess clients' financial situations, identify goals, and create tailored plans to help them achieve financial stability and success
- Provide ongoing education and support to clients, helping them navigate complex financial decisions and stay on track with their goals
- Collaborate with clients to develop and implement effective financial strategies, including savings plans, life insurance, and investment products
What We Offer:
- Comprehensive training and education to help you succeed in this role
- Supportive management and a collaborative team environment
- Extensive sales and marketing support to help you grow your business
- Backed by over 175 years of experience and a Fortune 100 company
About New York Life:
We're a company that's dedicated to helping people achieve their financial goals and build a better future. With a strong commitment to our employees and a focus on innovation and excellence, we're the perfect partner for anyone looking to start a career in financial services.
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