Financial Services Specialist

4 weeks ago


McHenry, Illinois, United States New York Life - Todd Couture Full time
Job Opportunity

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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