Financial Services Specialist
22 hours ago
About the Role:
We are seeking a skilled and detail-oriented Financial Services Professional to join our team at New York Life. As a Financial Services Specialist, you will play a critical role in connecting clients with the insurance programs that best meet their individual needs.
Key Responsibilities:
- Develop and maintain strong relationships with new and existing clients to understand their financial priorities and goals.
- Analyze clients' financial situations and provide personalized recommendations for insurance solutions.
- Stay up-to-date on industry trends, products, and regulations to ensure clients receive the best possible advice.
- Collaborate with internal teams to ensure seamless client experiences.
- Continuously develop and improve skills through education and training.
Requirements:
- Insurance license required.
- Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations.
- Experience with accounting and/or sales lead software is a plus.
- Basic computer skills and proficiency in Microsoft Office programs.
- Excellent analytical, interpersonal communication, and customer service skills.
Compensation: $65,000 - $85,000 yearly.
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