Financial Services Specialist

1 month ago


Syracuse, New York, United States New York Life - Syracuse Full time
Unlock Your Potential as a Financial Professional

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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