Financial Services Professional

4 weeks ago


Flagstaff, Arizona, United States New York Life Full time
About the Role

New York Life is seeking a highly motivated and results-driven Financial Services Professional to join our team. As a key member of our sales team, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.

You will work closely with our experienced agents and managers to develop a clientele and provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.

We are looking for someone who is coachable, communicative, and has strong relationship management skills. If you are a driven self-starter with strong principles and a passion for making a positive difference in the lives of others, we want to hear from you.

Responsibilities
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
  • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
  • Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
Qualifications
  • Competitive
  • Enterprising
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
  • Strong relationship management skills and/or experience required
  • Must have the ability to successfully network and prospect for new clients


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