Financial Services Professional

2 months ago


Tucson, United States New York Life Full time
Job DescriptionJob Description

Are you a leader who has the following traits?

• Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic

If the answer is yes, consider becoming a financial professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a financial professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer...

Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents

How we will compensate you.

You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.3 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

Company DescriptionAbout New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Awards & Accolades...
We’re proud of our financial strength.
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)Company DescriptionAbout New York Life...\r
\r
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.\r
\r
Awards & Accolades...\r
We’re proud of our financial strength.\r
• A++ Superior (A.M. Best)\r
• AAA Exceptionally Strong (Fitch)\r
• Aaa Exceptional (Moody’s)\r
• AA+ Very Strong (Standard & Poor’s)

  • Tucson, Arizona, United States The PNC Financial Services Group, Inc Full time

    Job SummaryPNC Investments is seeking a skilled Financial Services Professional to join our team. As an Investment Advisor, you will be responsible for providing personalized financial planning and investment advice to clients.Key ResponsibilitiesConsult on investment and insurance strategies to help clients meet their financial goalsDevelop and implement...


  • Tucson, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Tucson, AZ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...


  • Tucson, Arizona, United States Farm Bureau Financial Services Full time

    Job DescriptionFarm Bureau Financial Services is seeking an entrepreneurial-minded professional to join our team as an Insurance Sales Representative. This is an opportunity to work for yourself, not by yourself, and build a successful business in the insurance industry.Key Responsibilities:Obtain a Property & Casualty License and Life and Health LicenseMeet...


  • Tucson, Arizona, United States Pls Financial Services, Inc. Full time

    Job Summary:We are seeking a highly skilled and customer-focused Motor Vehicle Customer Service Representative to join our team at Pls Financial Services, Inc. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, promoting our products and services, and ensuring all transactions are...


  • Tucson, Arizona, United States Pls Financial Services, Inc. Full time

    Customer Service Role OverviewAt PLS Financial Services, Inc., we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer service and support.Key Responsibilities:Provide timely and effective responses to customer inquiriesSell...


  • Tucson, Arizona, United States New York Life Insurance Company Full time

    Exciting Opportunity in Tucson, AZ - Financial Services ProfessionalAre you a driven individual with the following qualities?CompetitiveInnovativeOpen to feedbackExcellent communicatorDisciplinedGenuineIf you possess these characteristics, you could excel as a financial professional making a difference in the lives of families daily. New York Life offers you...


  • Tucson, Arizona, United States New York Life Insurance - Arizona Full time

    Job OverviewAs a Financial Professional with New York Life Insurance - Arizona, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses in Tucson, AZ.Our Financial Services Professionals provide peace of mind to clients in Tucson while assisting them with navigating complex financial...


  • Tucson, Arizona, United States First Credit Union Full time

    Job Summary:We are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at First Credit Union. As a Teller, you will be responsible for providing exceptional member service, processing transactions, and promoting credit union products and services.Key Responsibilities:Process transactions, including receiving and...


  • Tucson, Arizona, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAs a Bilingual Consumer Loan Sales Specialist at OneMain Financial, you will play a critical role in empowering customers to achieve their financial goals. You will work closely with customers to understand their needs and provide personalized financial solutions that meet their expectations.Key...


  • Tucson, Arizona, United States Spence, Cassidy & Associates Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial planning? Do you want to help clients achieve their financial goals and build a successful practice on your terms? Look no further than Spence, Cassidy & Associates.As a Financial Planner with our company, you will have the opportunity to work...


  • Tucson, Arizona, United States Pima Federal Credit Union Full time

    Job DescriptionAt Pima Federal Credit Union, we're seeking a highly skilled Member Service Representative to join our team. As a key member of our branch staff, you'll be responsible for providing exceptional customer service to our members, promoting financial products and services, and ensuring a seamless banking experience.Key Responsibilities:Process...


  • Tucson, Arizona, United States Hughes Federal Credit Union Full time

    Job Title: Member Service Representative Job Summary: As a Member Service Representative, you will play a vital role in assisting members and potential members with their financial needs. Your primary responsibility will be to explain services that meet member financial needs, set up new accounts, respond to problems, direct members to the appropriate...


  • Tucson, Arizona, United States First Credit Union Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at First Credit Union. As a key member of our branch staff, you will be responsible for providing exceptional member service, processing transactions, and promoting credit union products and services.Key ResponsibilitiesProcess transactions,...


  • Tucson, Arizona, United States First Credit Union Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at First Credit Union. As a key member of our branch team, you will be responsible for providing exceptional member service, processing transactions, and promoting credit union products and services.Key ResponsibilitiesProcess transactions,...


  • Tucson, Arizona, United States Catholic Community Services of Southern Arizona Inc Full time

    Job SummaryCatholic Community Services of Southern Arizona Inc is seeking a highly skilled Chief Financial Officer to lead our financial management and accounting functions. The ideal candidate will have a strong background in financial management, accounting, and leadership, with experience in a non-profit environment.Key ResponsibilitiesFinancial...


  • Tucson, United States Catholic Community Services of Southern Arizona Inc Full time

    Catholic Community Services of Southern Arizona, Inc. (CCS) is thriving! For 90 years, CCS has focused its mission to strengthen families, support communities, provide compassionate services, and deliver excellence. Providing Help. Creating Hope. Serving All. We credit our continued success to our valuable employees! If you want to make a difference, help...


  • Tucson, United States Catholic Community Services of Southern Arizona Inc Full time

    Catholic Community Services of Southern Arizona, Inc. (CCS) is thriving! For 90 years, CCS has focused its mission to strengthen families, support communities, provide compassionate services, and deliver excellence. Providing Help. Creating Hope. Serving All. We credit our continued success to our valuable employees! If you want to make a difference, help...


  • Tucson, Arizona, United States Catholic Community Services of Southern Arizona Inc Full time

    Job DescriptionCatholic Community Services of Southern Arizona, Inc. (CCS) is a thriving organization that has been strengthening families, supporting communities, and providing compassionate services for 90 years. Our mission is to deliver excellence and make a positive impact on the lives of those we serve.We are seeking a highly skilled and experienced...


  • Tucson, Arizona, United States Farm Bureau Financial Services Full time

    h3JobDescription/h3pAtFarmBureauFinancialServices,weareseekingahighlymotivatedandentrepreneurial-mindedprofessionaltojoinourteamasanInsuranceSalesRepresentative.Thisisanexcellentopportunityforindividualswhowanttoworkforthemselves,notbythemselves,andhaveadesiretomakeadifferenceinpeople'slives./ppbKeyResponsibilities:/b/pulliObtainaProperty&CasualtyLicense,Lif...

  • Financial Analyst

    2 months ago


    Tucson, United States TEKsystems Full time

    Job DescriptionJob DescriptionA Senior Financial Analyst is professional-level position responsible for providing guidance anddirection of the research, planning, analysis, and reporting of the organization’s financial reporting and accountingoperations; as well as providing services to organizational leaders in support of the analysis functions in...