Financial Services Representative

4 days ago


Newark, New Jersey, United States New York Life-NJ General Office Full time

About the Role

We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at New York Life-NJ General Office. As a Financial Services Representative, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide expert advice on financial planning, investment strategies, and wealth management solutions.
  • Conduct thorough financial analyses to identify areas for improvement and develop tailored plans to help clients achieve their objectives.
  • Collaborate with cross-functional teams to deliver exceptional client service and support.
  • Stay up-to-date on industry trends, products, and services to provide the best possible solutions for clients.

Requirements

  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Basic understanding of financial concepts, including investment products, estate planning, and business administration.
  • Proficiency in Microsoft Office and other relevant software applications.
  • Preferred: Bachelor's degree in a related field, such as finance, business, or economics.
  • FINRA licenses are a plus, but not required.

What We Offer

  • A dynamic and supportive work environment with opportunities for growth and development.
  • A competitive compensation and benefits package, including bonuses and incentives.
  • The chance to work with a leading financial services company and make a real impact on people's lives.


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