Financial Services Professional

3 weeks ago


Columbia, South Carolina, United States NYL - Lafayette Team Full time
Financial Security and Peace of Mind

New York Life is a leading financial services company that provides insurance, annuity, and investment solutions to individuals and families. We are seeking a motivated Financial Services Professional to join our team and help our clients achieve financial security and peace of mind.

As a Financial Services Professional, you will work with our clients to create customized financial plans that meet their unique needs and goals. You will also implement social media and other marketing tools to identify and generate prospects, and participate in educational meetings and seminars to stay up-to-date on the latest financial products and services.

We offer a comprehensive three-year training program, marketing support, and prospecting and technical assistance to help you succeed in your career. Our team is committed to providing the resources and ongoing support you need to build a successful financial services business.

At New York Life, we value honesty, integrity, and strong relationship management skills. If you are a motivated and ambitious individual who is looking for a rewarding career in financial services, we encourage you to apply.

Responsibilities:
  • Create customized financial plans using our insurance and investment products
  • Implement social media and other marketing tools to identify and generate prospects
  • Participate in educational meetings and seminars to stay up-to-date on the latest financial products and services
  • Work with clients to collect personal financial information and provide sound financial advice

Qualifications:
  • Strong relationship management skills and/or experience required
  • Candidates must be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
  • Must have the ability to successfully network and prospect for new clients

About New York Life:
New York Life is a Fortune 100 company with a long history of providing financial security and peace of mind to our clients. We are committed to being a leader in the financial services industry and to providing our employees with the resources and support they need to succeed in their careers.

Compensation:

$100,000+ at plan



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