Current jobs related to Financial Services Professional - Albuquerque, New Mexico - New York Life - Albuquerque Region
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Financial Professional
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Financial Services Professional
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Albuquerque, New Mexico, United States New York Life - Albuquerque Region Full timeJob OverviewNew York Life - Albuquerque Region is seeking a skilled Financial Services Professional to join our team. As a key member of our team, you will be responsible for providing exceptional financial guidance and support to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans tailored to each client's unique needs and...
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Financial Services Professional
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Financial Services Professional
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Albuquerque, New Mexico, United States New York Life Full timeFinancial Advisor Job DescriptionAbout the RoleAs a Financial Advisor at New York Life, you will have the opportunity to create a meaningful difference in the lives of our clients by helping them safeguard their financial destinies, navigate risks, and achieve their individual aspirations.This role offers flexibility, empowering you to customize your...
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Financial Services Professional
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Financial Services Professional
3 weeks ago
Albuquerque, New Mexico, United States Northwestern Mutual Full timeJob DescriptionAs a Financial Representative at Northwestern Mutual, you will help clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will be equipped to provide expert advice and solutions to clients. You will work to build a client base by growing relationships with your...
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Associate Financial Advisor
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Financial Services Professional
2 months ago
At New York Life - Albuquerque Region, we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping clients achieve their financial goals and secure their financial futures.
Key Responsibilities:- Meet with clients to understand their financial needs and goals.
- Recommend and sell life insurance policies and financial products tailored to clients' individual needs.
- Assist clients in completing insurance applications and ensure accurate documentation.
- Coordinate with insurance companies to facilitate the underwriting process.
- Provide ongoing support to clients, including policy reviews and updates.
- Stay informed about industry trends and changes in regulations to offer the best advice to clients.
- Ensure all activities comply with legal and regulatory requirements.
- Build and maintain strong relationships with clients to foster trust and encourage long-term client retention.
- Strong communication and sales skills.
- Ability to analyze clients' financial situations and recommend suitable insurance solutions.
- Attention to detail in completing applications and handling paperwork.
- Organizational skills to manage multiple clients and tasks efficiently.
- Self-motivation to meet sales targets and achieve personal and professional goals.
- High level of integrity and professionalism in dealing with clients and handling sensitive information.
- Commitment to providing excellent service and maintaining strong client relationships.
- Ability to adapt to changing market conditions and client needs.
- Understanding of life insurance products and financial planning principles.
- Relevant state licenses and certifications, or the willingness to obtain them.
- Comfort with using CRM software and other technology to manage client information and sales processes.
New York Life's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
