Financial Services Specialist

2 days ago


Houston, Texas, United States New York Life - Houston Full time

New York Life - Houston is seeking a talented Financial Services Specialist to join our team. As a Financial Services Specialist, you will play a key role in helping clients achieve their financial goals through our life insurance products and services.

The estimated salary for this position is $70,000 - $90,000 per year, depending on experience and qualifications.

Responsibilities:

  • Needs Assessment:
  • Meet with clients to assess their financial needs and provide tailored solutions.
  • Solution Development:
  • Develop and recommend suitable life insurance products from New York Life's portfolio.
  • Client Support:
  • Provide ongoing support to clients, including policy reviews and adjustments as needed.
  • Training and Development:
  • Participate in ongoing training to stay informed on industry trends, product updates, and sales techniques.

Requirements:

  • Prior experience in sales, customer service, or a related field is preferred.
  • Excellent verbal and written communication skills are essential.
  • Ability to work independently and stay motivated.


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