Financial Services Professional

6 days ago


Allentown, Pennsylvania, United States NYL - Allentown Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Professional to join our team at NYL - Allentown. As a key member of our team, you will be responsible for providing financial planning, retirement planning, and communication services to clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on retirement planning and wealth management
  • Build and maintain strong relationships with clients through effective communication and customer service
  • Analyze and interpret financial data to identify opportunities for growth and improvement
  • Stay up-to-date with industry trends and developments to provide the best possible service to clients
Requirements
  • Strong financial planning and retirement planning skills
  • Finance and financial services expertise
  • Excellent communication and customer service skills
  • Ability to analyze and interpret financial data
  • Knowledge of investment products and services
About NYL - Allentown

As a mutual company, NYL is accountable only to our policyholders. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.



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