Financial Planner Specialist

2 weeks ago


San Jose, California, United States New York Life Full time
About the Role:

New York Life is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work with clients to understand their financial goals and concerns, and provide guidance and advice to help them achieve financial security.

Key Responsibilities:
• Understand client needs and financial concerns
• Educate clients on how to plan ahead for the unexpected
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivate relationships and help every family member or individual pursue financial security
• Build an insurance and financial practice through establishing professional networks and prospecting for new clients

About New York Life:
New York Life Insurance Company is a leading financial services company that has been in business for over 60 years. We are committed to helping our clients achieve their financial goals and provide a stable and secure career path for our employees.

Requirements:
• Sales experience preferred with a strong entrepreneurial mindset
• Strong communication skills both written and verbal
• Desire to help families and businesses to achieve financial security
• Strong business acumen
• Professional business demeanor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

About New York Life's Culture:
We are a company that values diversity, inclusion, and equality. We are committed to creating a workplace that is welcoming and inclusive for all employees. We are proud to be an equal opportunity employer and welcome applications from diverse candidates.

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