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Financial Services Professional

1 month ago

Chandler, Arizona, United States New York Life Full time
About New York Life

New York Life is a leading financial services company with a strong reputation for providing financial security and peace of mind to individuals, families, and small businesses.

Job Summary

We are seeking a motivated and ambitious Financial Services Professional to join our team. As a Financial Services Professional, you will provide financial recommendations to clients, assess their financial needs, and develop personalized financial plans that leverage our insurance and investment products.

Responsibilities
  • Provide financial advice and guidance to clients on 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.
  • Work with clients to collect personal financial information, including status, cash flow, and expectations, and document it in our CRM.
  • Assess clients' potential life and financial needs to create individualized financial plans that leverage our products and services.
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
What We're Looking For
  • We're looking for individuals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
  • This is not just a sales job - it's a career with purpose and opportunity.
  • You'll provide peace of mind to your clients while helping them navigate challenges that many find complex and confusing, such as preparing for retirement and saving for college.
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements and monitor insurance claims to ensure mutual satisfaction.
Qualifications
  • Must have the ability to successfully network and prospect for new clients.
  • Must possess uncompromising integrity and the ability to communicate complex ideas.
  • Strong relationship management skills and/or experience required.
  • Competitive, ambitious, coachable, communicative, and self-disciplined individuals preferred.
Authentic Compensation

$100,000 - $150,000 at plan.