Financial Services Consultant

6 days ago


Newnan, Georgia, United States New York Life Greater Atlanta Full time
Unlock Your Financial Potential

We are seeking a highly motivated and results-driven Financial Services Consultant to join our team at New York Life Greater Atlanta.

About the Role

This is an exceptional opportunity for a talented individual to launch their career in the financial services industry. As a Financial Professional, you will play a critical role in guiding individuals, families, and businesses towards achieving their financial goals.

With the support of a Fortune 100 company, you will have access to a wide range of insurance and financial products, as well as ongoing training and development opportunities.

Your Key Responsibilities
  • Create customized financial plans that cater to each client's unique needs and circumstances.
  • Gather and assess clients' financial information to provide strategic recommendations for product selection and investment strategies.
  • Establish strong relationships with clients by delivering exceptional customer service and providing ongoing support.
  • Maintain accurate records and adhere to regulatory requirements.
Requirements and Qualifications

To succeed in this role, you will need:

  • A strong understanding of financial products and the financial services industry.
  • Excellent communication, mathematical, and analytical skills.
  • The ability to work effectively in a team environment and adapt to changing priorities.
  • Proficiency in Microsoft Office, CRM systems, and other relevant software applications.
What We Offer

In addition to a competitive salary, we offer:

  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A supportive and collaborative work environment.
  • The chance to make a real difference in people's lives by helping them achieve their financial goals.

Estimated Salary: $60,000 - $80,000 per year, depending on experience and qualifications.



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