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Financial Services Specialist

2 months ago

Houston, Texas, United States New York Life Full time

Job Summary

We are seeking a highly motivated and detail-oriented Financial Consultant to join our team at New York Life. As a Financial Consultant, you will be responsible for providing exceptional customer service and building long-term relationships with clients.

Key Responsibilities

  • Master New York Life's insurance products and effectively communicate their benefits to clients.
  • Present proposals, explain policy details, and assist with applications, focusing on sales.
  • Offer ongoing support, including policy reviews and updates, to meet clients' financial needs.
  • Network, attend events, and leverage connections to prospect and generate new business.
  • Enhance your knowledge of insurance products and sales techniques through New York Life's training and development programs.

Qualifications

  • Focus on building long-term client relationships by understanding their needs and offering personalized solutions.
  • A degree in finance or related fields is helpful but not required; experience in sales, customer service, or financial services is valued.
  • New York Life's license sponsorship program helps candidates obtain the necessary licenses to become Financial Consultants.