Financial Security Specialist

4 weeks ago


Los Lunas, New Mexico, United States New York Life - Albuquerque Region Full time
Job Description

New York Life - Albuquerque Region is seeking a self-motivated individual with integrity and a passion for making a positive impact on people's lives. As a Financial Security Specialist, you will help clients develop a sound, long-term strategy to achieve their financial goals through our comprehensive array of financial products and services.

Our comprehensive three-year training program, marketing support, as well as prospecting and technical assistance, will give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

We are looking for someone who can successfully network and prospect for new clients, possess uncompromising integrity, and the ability to communicate complex ideas. If you have relationship management skills and the ability to work with clients to collect personal financial information, we want to hear from you.

Responsibilities:

  • Create customized financial plans using our products and services based on each client's potential life and financial needs
  • Identify, seek out, and generate prospects continuously using our marketing tools and create strong relationships with new clients as their trusted advisor
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Compensation:

$70,000 yearly At Planned Earnings

New York Life offers a competitive compensation package, including medical, dental, vision, long-term disability, and group-term life insurance. We also offer a comprehensive benefits package, including a 401(k) plan and employee stock purchase plan.

We are an Equal Opportunity Employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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