Financial Services Consultant

1 week ago


San Diego, California, United States New York Life - San Diego Full time
Job Overview

We are seeking a skilled Financial Services Professional to join our team in San Diego. As a key member of our sales force, you will be responsible for identifying and achieving clients' financial goals through personalized risk management strategies.

About the Role

This is an exciting opportunity for a motivated individual to build a profitable and rewarding career with New York Life. Our comprehensive training program, marketing support, and ongoing assistance will equip you with the necessary skills and resources to succeed in this role.

The ideal candidate will possess uncompromising integrity, excellent communication skills, and effective relationship management abilities. They will also have a strong ability to network and prospect for new clients, as well as basic computer skills with proficiency in Microsoft Office suite.

Key Responsibilities
  • Create tailored risk management strategies directly with clients that align with their risk profiles.
  • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances.
  • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty.
Compensation and Benefits

$90,000+ commission-based salary, along with a range of benefits including 401k & ROTH 401k, Defined Benefit Pension Plan, Health, Dental, Vision, Life, and Disability Insurance, and HSA (Health Savings Account).

New York Life is an equal opportunity employer committed to providing a supportive and inclusive work environment. We strive to attract and retain top talent from diverse backgrounds and perspectives.



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