Financial Professional

3 weeks ago


Rockville, Minnesota, United States New York Life Insurance Company Full time

We are seeking a highly skilled Financial Professional to join our team at New York Life Insurance Company. As a financial expert, you will play a key role in helping our clients achieve their long-term financial goals.

About the Role

This is an exciting opportunity for a motivated individual with a passion for finance to join a leading insurance company. In this role, you will be responsible for providing top-notch service to our clients, identifying their financial needs, and developing customized solutions to meet those needs.

As a Financial Professional, you will have the opportunity to work with a wide range of clients, from individuals to businesses, and help them navigate the complex world of insurance and investments.

Responsibilities
  • Client Service: Provide exceptional service to our clients, understanding their unique financial needs and developing tailored solutions to meet those needs.
  • Financial Analysis: Conduct thorough financial analysis to identify opportunities for growth and develop strategies to help our clients achieve their financial goals.
  • Product Development: Collaborate with our product development team to create new insurance and investment products that meet the evolving needs of our clients.
  • Team Collaboration: Work closely with our sales team to ensure seamless delivery of our products and services to our clients.
Requirements
  • Education: Bachelor's degree in Finance, Economics, or related field.
  • Experience: 2+ years of experience in the financial industry, preferably in insurance or investments.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, ability to work in a fast-paced environment.
  • Certifications: Licenses and certifications relevant to the financial industry, such as Series 6 or Series 7.
What We Offer
  • Competitive Salary: $85,000 - $110,000 per year, depending on experience.
  • Bonuses: Eligible for performance-based bonuses up to 20% of annual salary.
  • Benefits: Comprehensive benefits package, including medical, dental, vision, and 401(k) matching.
  • Professional Development: Opportunities for professional growth and development, including training and education programs.

New York Life Insurance Company is an equal opportunity employer and welcomes applications from diverse candidates. If you are passionate about finance and dedicated to delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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