Financial Services Specialist
4 weeks ago
New York Life Insurance Company is seeking a talented Financial Professional to join our team.
We are a rapidly expanding firm, and this role will play a key part in helping our clients achieve their financial goals. The ideal candidate will have excellent communication skills, a strong analytical mindset, and the ability to make informed decisions.
The successful candidate will be responsible for:
- Providing strategic product, plan, and investment recommendations to support clients' progress toward their financial goals
- Gathering and assessing each client's financial information to determine factors such as financial status, cash flow, and monetary expectations
- Serving as a trusted advisor for new clients acquired through proactive measures
- Customizing financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs
- Embracing the role of a structured yet coachable team player open to continued education and training from other team members
The ideal candidate will have a Bachelor's degree in finance, business administration, or a related analytical field, as well as stellar communication and math skills. A valid FINRA Series 7 & 63/66 license is considered a plus. Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred.
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States, and is ranked #71 on the 2019 Fortune 500 list of the largest United States corporations by total revenue. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another.
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Consumer Loan Specialist
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Consumer Loan Specialist
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Accounting Specialist
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Accounting Specialist
4 days ago
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Accounting Specialist
5 days ago
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Accounting Specialist
4 weeks ago
McHenry, Illinois, United States MRA - The Management Association Full timeJob Title: Accounting SpecialistMedaxis LLC, a leading provider of innovative wound therapy solutions, is seeking an experienced Accounting Specialist to join their team. As an Accounting Specialist, you will play a critical role in ensuring the accuracy and timeliness of financial transactions, including accounts payable, accounts receivable, and bank...
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Accounting Specialist
5 days ago
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Group Financial Reporting Specialist
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Sales Enablement Specialist
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Diagnostics Specialist
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Diagnostics Specialist
4 weeks ago
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Sales Enablement Professional
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Customer Service Representative
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Cardiology Specialist
5 days ago
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Cardiology Specialist Opportunity
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Customer Service Representative
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Sales Enablement Professional
2 weeks ago
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Maintenance Technician
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Accounts Receivable Specialist
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