Financial Services Professional
New York Life is a Fortune 100 company focused on helping individuals and families achieve their financial goals. They are seeking a Financial Services Professional to provide guidance and support to clients in navigating complex financial challenges, while also offering training and development opportunities to foster personal and professional growth.
Responsibilities
- Provide peace of mind to clients while helping them navigate financial challenges
- Drive positive impact in the lives of families every day
- Make a lasting impact on the financial well-being of individuals, families, and small businesses
- Equip and train with a multifaceted approach that includes an industry-leading learning platform
- Obtain industry professional designations with company support
- Utilize digital sales, prospecting, and marketing tools to attract and retain clients
- Specialize and gain expertise in areas such as wealth management and advisory services
Skills
- Applicable FINRA general securities licenses
- Agent state law licenses
- Investment advisory licenses
- Compliance history
- Production standards
- Required training
Benefits
- Medical
- Dental
- Vision
- Life
- Disability insurance
- 401(k)
- Pension
Company Overview
Company H1B Sponsorship