Financial Services Professional
4 weeks ago
We are seeking a highly motivated and driven individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.
Responsibilities- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
- Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
- 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.
- 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
New York Life is a Fortune 100 company with a strong reputation for integrity and humanity in all our interactions with our policy owners, business partners, and one another. We offer a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a driven self-starter with strong principles who is interested in making a positive difference in the lives of others, we encourage you to apply for this exciting opportunity.
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