Financial Services Representative

2 weeks ago


Melville, New York, United States New York Life Nassau-Suffolk Region Full time
Job Opportunity

New York Life Nassau-Suffolk Region is seeking a highly motivated and self-disciplined Financial Services Professional to join our team. As a Financial Services Professional, you will have the opportunity to work with clients to understand their financial goals and develop personalized plans to achieve them.

About the Role

This is a unique opportunity to work with a leading financial services company and make a positive impact on the lives of our clients. As a Financial Services Professional, you will be responsible for:

  • Working with clients to collect financial information and develop personalized financial plans
  • Employing a research-based approach to provide financial advice and strategies
  • Helping clients implement financial recommendations, such as life insurance, savings plans, and investments
  • Identifying and generating new business opportunities through social media and other marketing tools
  • Building strong relationships with clients and providing ongoing support and guidance
About New York Life

New York Life is one of the strongest and most respected financial companies in the world. We have received the highest financial strength ratings from all four major rating companies and have been recognized as one of the "World's Most Admired Companies" by Fortune Magazine. Our financial professionals help clients develop long-term financial strategies to achieve their goals using a range of financial products and services.

Qualifications

To be successful in this role, you will need:

  • Strong communication and interpersonal skills
  • Ability to work effectively and independently
  • Highly self-motivated and self-disciplined
  • Outgoing personality with a sincere desire to help others
  • Organized and detail-oriented with excellent time-management skills
Compensation and Benefits

New York Life offers a competitive compensation package, including a base salary and commission-based income. We also offer a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan.



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