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Investment Solutions Consultant

2 months ago

Kennedy Space Center, United States New York Life Full time
About the Role:
As a dedicated financial advisory specialist, your primary mission will be to deliver financial stability and assurance through our diverse insurance, annuity, and investment offerings. We pride ourselves on our integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation built on confidence and humility, we commit to being responsible stewards for the long term.

Our Purpose:
Everything we do is centered around one key objective: to be there for our clients when they need us the most.

Career Development:
We are invested in your professional growth. Our comprehensive three-year training program, along with marketing support and technical assistance, equips you to connect clients with our extensive range of financial products and services. You will have the opportunity to collaborate with highly successful agents and managers who will guide you in building a strong client base.

About New York Life:
New York Life stands as one of the most reputable financial institutions globally, consistently receiving top financial strength ratings from major rating agencies. We have been recognized as a leader in the industry, with a significant number of members in the Million Dollar Round Table, showcasing our commitment to excellence.

Key Responsibilities:
  • Utilize marketing and social media strategies to identify and engage potential clients who would benefit from expert financial guidance.
  • Conduct educational meetings or seminars to understand client needs and provide tailored financial advice.
  • Assist clients in making informed decisions regarding life insurance, mutual funds, savings plans, and other financial products.
  • Organize and analyze each client's financial information to assess their financial status and goals.
  • Create and implement customized financial plans that align with each client's unique circumstances and objectives.

Qualifications:
  • Proven ability to network and prospect for new clients effectively.
  • Strong relationship management skills.
  • Ability to communicate complex financial concepts clearly while upholding principles of honesty and integrity.