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Financial Services Professional
1 month ago
We are seeking a skilled Financial Consultant to join our team at New York Life - Albuquerque Region.
Job SummaryThe successful candidate will have a proven track record of building long-term relationships with clients, providing exceptional service, and delivering tailored financial solutions to meet their needs.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their risk tolerance, financial objectives, and life changes.
- Identify and pursue new business opportunities, establishing strong relationships with clients and prospects.
- Provide expert guidance on financial products and services, ensuring clients are well-informed and empowered to make informed decisions.
- Deliver exceptional customer service, responding to client inquiries, and resolving issues in a timely and professional manner.
- Collaborate with internal teams to ensure seamless delivery of financial solutions and services.
- Proven experience in financial services, with a strong background in financial planning, analysis, and consulting.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues.
- Knowledge of financial products, services, and regulations, with the ability to stay up-to-date on industry developments.
- Ability to work independently and as part of a team, with a strong focus on delivering results and meeting client needs.
- Relevant certifications, such as CPA or CFP, and relevant industry designations.
New York Life - Albuquerque Region is committed to providing financial security and peace of mind to our clients. We value integrity, humanity, and a long-term perspective in all our interactions.
