Bilingual Financial Consultant

1 week ago


Atlanta, Georgia, United States New York Life Greater Atlanta Full time
Job Title: Financial Services Professional

Job Summary: We are seeking a skilled Financial Services Professional to join our team at New York Life Greater Atlanta. As a Financial Services Professional, you will be responsible for guiding individuals, families, and businesses in achieving their financial goals through our insurance and financial solutions.

Key Responsibilities:

* Create customized financial plans for clients based on their life stage, professional circumstances, and financial needs
* Gather and assess client financial information to determine factors such as financial status, cash flow, and financial goals
* Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals
* Serve as a trusted advisor for new clients acquired through proactive measures
* Embrace the role of a structured team player open to continued education and training

Requirements:

* Working knowledge of financial products, the financial industry, and personal financial advisor or responsibilities
* Computer proficiency in Microsoft Office, CRM systems, financial planning software, and other tools
* Exemplary math skills, communication skills, and relationship skills to support strong customer service
* A valid FINRA Series 7 and 63/66 license is considered a plus

About New York Life Greater Atlanta:

New York Life Greater Atlanta's 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. Ground in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society.

Equal Opportunity Employer: New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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