Financial Professional

6 months ago


Greenville, United States New York Life Full time

New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.

Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you’re out meeting with clients, working in a new market or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it’s the reason why many people enter and stay in the career.

Starting any new position takes a lot of time and commitment. This career is no different. Success for anything worthwhile requires focus and dedication. Many of our Financial Professionals work hard because they understand that some of the benefits of this career are a flexible schedule as well as the ability to choose the clients they work with.

What is expected of our Agents?

The ability to understand the needs and financial concerns of clients.

Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.

Promote customized ways for clients to achieve their long-term financial goals.

Cultivate relationships and help every family member or individual pursue financial security.

Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.

Provide compassion and guidance to clients when unfortunate life circumstances arise.

Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.

Make an impact in your community.

As a Financial Professional, you’ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better. You’ll help your clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle.

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

About New York Life

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the 2019 Fortune 500 list. New York Life is the Largest Mutual Insurer in the U.S. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

SMRU 1827565 Exp 7/1/2020



  • Greenville, South Carolina, United States PFS - Professional Financial Services Full time

    PFS - Professional Financial Services seeks an experienced and detail-oriented Financial Operations Support professional to join our team. As a key member of our branch operations, you will perform various financial-related tasks, including collections, loan processing, and customer service.The estimated annual salary for this position is $52,000 - $62,000,...


  • Greenville, South Carolina, United States PFS - Professional Financial Services Full time

    **About This Role:** We're seeking a highly motivated Customer Service Representative to join our team at PFS - Professional Financial Services. As a key member of our branch office, you'll play a crucial role in delivering exceptional customer experiences.Job Description:This Customer Service Representative position involves supporting the manager in the...

  • Financial Advisor

    7 months ago


    Greenville, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...


  • Greenville, South Carolina, United States Carolina Foothills Federal Credit Union Full time

    Job Summary: We are seeking a skilled Part-time Financial Solutions Advisor to join our team at Carolina Foothills Federal Credit Union. This role is perfect for someone who enjoys working with people, has excellent communication skills, and is passionate about delivering exceptional member service.**About the Role:** As a Financial Solutions Advisor, you...


  • Greenville, North Carolina, United States PNC Financial Services Group Full time

    PNC Financial Services Group is seeking an experienced Investment Advisor to join our team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client experiences.About the Role:This is a fantastic opportunity to work with a highly collaborative circuit of branches, managing an assigned book of...


  • Greenville, South Carolina, United States PFS - Professional Financial Services Full time

    **Job Title:** Customer Service RepresentativeAbout PFS - Professional Financial Services:We are a leading financial services company dedicated to providing exceptional customer experiences.Job Summary:The Customer Service Representative will support the manager in the daily operations of our branch office, performing collection activities and assisting with...


  • Greenville, South Carolina, United States Bankers Life Full time

    We are seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives at Bankers Life.As a Financial Services Professional with Bankers Life, you will have the opportunity to build relationships with clients, provide guidance and solutions to help them achieve their financial goals, and grow your career in a supportive and...


  • Greenville, South Carolina, United States Jenkins Management Consulting Full time

    About UsJenkins Management Consulting is a leading Certified Public Accounting Firm with over 25 years of experience.We service a diverse base of clients in several industries including healthcare, mental health, professional, non-profit and churches. We also offer financial planning services and investment advisory services to high net-worth clients.


  • Greenville, North Carolina, United States PFS - Professional Financial Services Full time

    Professional Financial Services is committed to delivering exceptional customer experiences. As an Account Management Associate, you will play a vital role in supporting the manager in the daily operations of our branch office.We are seeking a highly motivated and organized individual to join our team. The successful candidate will be responsible for...


  • Greenville, South Carolina, United States PFS - Professional Financial Services Full time

    **Join Our Team:** Are you passionate about delivering exceptional customer experiences? Do you have a knack for problem-solving and multitasking? We're looking for a skilled Customer Service Representative to join our team at PFS - Professional Financial Services!About the Role:This Customer Service Representative position offers an exciting opportunity to...

  • Financial Swrvices

    7 months ago


    Greenville, United States PR Financial Full time

    Real Life 100k Opportunity. The Most powerful offer in the industry Looking for new potential life insurance agents Many people think that to make and sustain a six-figure income you need to work at a law firm, on Wall Street, inherit it or attend medical school. While all of this helps, NASB has an offer, in the midst of the single greatest opportunity our...


  • Greenville, North Carolina, United States Find Great People | FGP Full time

    Find Great People | FGP is seeking a highly experienced and self-sufficient Financial Administrator with a background in supporting financial advisors and handling complex tasks related to account management and high-net-worth clients.About the RoleWe require a professional with 5+ years of experience in CSA, showcasing exceptional client service skills and...


  • Greenville, North Carolina, United States PNC Financial Services Group Full time

    Job Overview:PNC Financial Services Group is seeking an Investment Advisor to join our team. As an Investment Advisor, you will be responsible for providing investment and insurance strategies to clients, growing and retaining a book of business, and owning the client experience.Our ideal candidate will have a strong understanding of financial planning,...


  • Greenville, South Carolina, United States First Bank Full time

    Join First Bank's Credit team as a Credit Operations Specialist I and take advantage of this exciting opportunity to develop your skills in credit operations and pipeline management. With a strong focus on customer service, you will work closely with clients, sales teams, and Credit Managers to manage dealer financing requests and ensure timely...

  • Account Executive

    4 days ago


    Greenville, South Carolina, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly motivated and experienced Client Relationship Manager to join our team at IMA Financial Group. As a key member of our benefits practice, you will be responsible for developing and maintaining strong relationships with current and prospective clients, providing exceptional service and support to ensure their needs are...


  • Greenville, South Carolina, United States Edward Jones Full time

    Unlock Your Potential in a Rewarding RoleAre you a results-driven individual with excellent communication skills and a passion for building relationships? Do you thrive in a dynamic environment where no two days are the same?We're seeking a highly motivated Branch Office Administrator to join our team at Edward Jones. As a BOA, you'll play a critical role in...


  • Greenville, South Carolina, United States The Pelora Group Full time

    Embark on a fulfilling career as an Expert Financial Consultant with The Pelora Group in Greenville, SC. We offer an impressive annual salary ranging from $150,000 to $350,000 or more.Our team is dedicated to helping clients achieve their financial objectives through expert financial planning and strategic investment advice.Job OverviewYou'll thrive in a...

  • Financial Advisor

    1 month ago


    Greenville, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance,...


  • Greenville, North Carolina, United States Find Great People | FGP Full time

    Find Great People | FGP is seeking an accomplished Financial Administrator to support financial advisors and manage complex tasks related to account management for high-net-worth clients.About the RoleThis position requires a highly experienced professional with 5+ years of experience in client service and administrative roles within the financial services...


  • Greenville, United States Integrated Power Services Full time

    IPS is seeking talented individuals to join our accounting and finance team where your expertise and dedication will be valued and drive our success. Here, you’ll find a dynamic environment that offers job stability, professional growth, and competitive compensation. As a crucial member of our team, you’ll support our locations around North America,...