Insurance Solutions Expert

7 days ago


Jamestown, New York, United States New York Life Insurance - Huizenga Team Full time
About the Job

We are looking for a highly skilled and motivated Financial Service Professional to join our dynamic team. As a key member of our organization, you will play a critical role in helping clients achieve their financial objectives and build lasting relationships with them.

Your primary responsibilities will include conducting comprehensive financial assessments, developing customized financial plans, and implementing strategies to grow our business. You will also be expected to maintain strong relationships with clients, colleagues, and industry partners.

Main Tasks:
  • Conduct thorough financial analyses to determine clients' current financial situations and future goals.
  • Design and implement personalized financial plans that meet clients' unique needs and objectives.
  • Network with professionals, attend industry events, and participate in training programs to stay up-to-date on market trends and best practices.


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