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Financial Services Professional

2 months ago

Kennedy Space Center, United States New York Life Full time
About the Role

We are seeking a highly motivated and experienced Financial Representative to join our team at New York Life. As a Financial Representative, you will be responsible for providing exceptional customer service to existing clients, tracking and monitoring communications, and implementing financial recommendations.

Key Responsibilities
  • Execute exceptional customer service to existing clients, track and monitor communications in the client file, including strategies and financial advice given
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Establish strong relationships with new clients as their trusted advisors and continuously identify, seek, and approach prospects
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Customize financial plans for each client based on potential life changes and changing financial needs
Requirements
  • 4-year College Degree is preferred but not required
  • Strong interpersonal skills, customer service focused, willing to go the "extra mile"
  • Articulate communicator both verbally and in writing
  • Prior sales and/or business experience preferred
  • High enterprising focus, confident self-starter, innate problem solver, committed lifetime learner
  • Fully capable of working individually, highly adaptable to a team environment
Benefits

We offer a comprehensive benefits package, including paid licenses, health insurance, vision coverage, pension plan, and more.