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Financial Services Consultant

3 months ago

Petersburg, United States Ny Life Full time

Position:
Financial Services Consultant at

Company:
NY LIFE

Join our esteemed team at NY LIFE as a dedicated Financial Services Consultant. In this role, you will provide holistic financial advice to individuals, families, and business owners, guiding them towards achieving their financial aspirations both in the immediate and distant future.

As a member of our team, you will benefit from the support of a skilled group, access to a diverse range of financial products, and the opportunity to earn a competitive income based on your dedication and results.

Start your professional journey with us and become a valued member of a team that appreciates your efforts and fosters your growth within the financial services sector.

Key Responsibilities

  • Craft personalized financial strategies that align with clients' short-term and long-term objectives.
  • Assist clients in budgeting, exploring investment avenues, and selecting the most effective saving and investment options.
  • Keep abreast of market trends and provide clients with regular updates.
  • Employ financial analysis tools to evaluate and recommend appropriate investment choices for clients.
  • Maintain precise and comprehensive records of all client interactions and financial transactions.
Qualifications

  • A Bachelor's degree in finance, business, or a related discipline is required.
  • At least 2 years of experience in a sales role is necessary.
  • Strong communication and interpersonal skills are crucial for success in this position.
  • Applicants must possess US Work Authorization to be eligible for this role.