Senior Financial Services Professional

3 weeks ago


Orlando, Florida, United States New York Life - Orlando Office Full time
Job Description

New York Life - Orlando Office is seeking a motivated financial service professional to help clients achieve a sound financial future. 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.

As a Financial Security and Peace of Mind Advisor, you will work with each client to collect personal financial information, including status, cash flow, and expectations. You will participate in educational meetings or seminars relevant to client risk tolerance and financial objectives. You will develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances.

We offer a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

Responsibilities:
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
  • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
  • Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances
  • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor

Qualifications:
  • Strong relationship management skills and/or experience required
  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
  • Must have the ability to successfully network and prospect for new clients

About Company
  • We promise to work with you to build a strong financial future for both of you.
  • New York Life is among the strongest and most respected financial companies in the world.
  • We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies.
  • Our company has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine.


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