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Financial Services Professional
Company Description
New York Life, with a legacy of over 180 years, has established itself as a trusted provider of insurance, investments, retirement, and advisory services. As a mutual company, New York Life is dedicated to transparency, objectivity, and integrity while fostering a culture of giving back through the New York Life Foundation. Committed to career development, innovation, and diversity and inclusion, the company offers resources and programs for personal and professional growth. New York Life takes pride in being an Equal Opportunity Employer, ensuring a welcoming environment for all individuals. Licensed professionals provide tailored investment and advisory services through NYLIFE Securities LLC and Eagle Strategies LLC, both New York Life Companies.
Role Description
As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. You will also:
-Develop and implement business and marketing plans
-Prospect for potential clients to discuss their financial needs and concerns
-Present potential solutions using our competitive suite of products and services
-Develop your professional skills and knowledge through the New York Life training curriculum
-Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning
*Management opportunities
*Position is a W2 and includes full benefits
*Position includes both fixed and variable compensation
*Licenses are sponsored and paid for by the company
*Variable products can only be sold by registered representatives holding appropriate securities licenses
You will be required to be in the Mt Laurel, NJ office two days per week!
Qualifications
Understanding of Financial Services and its related practices
Excellent Communication skills for building client trust and relationships
Ability to analyze and develop personalized financial strategies
Self-motivated with a commitment to ongoing learning and professional development
Relevant certifications such as CFP (Certified Financial Planner) or equivalent, are a plus
Bachelor’s degree preferred
Benefits:
401(k) AD&D insurance Dental insurance Disability insurance Employee assistance program Employee discount Financial planning services | Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Opportunities for advancement Paid sick time | Paid time off Paid training Parental leave Prescription drug insurance Professional development assistance Retirement plan Vision insurance |
Schedule:
Monday to Friday
Weekends as needed
Additional Info
Job Type : Full-Time
Education Level : High School
Experience Level : Entry Level