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Financial Professional
Financial ProfessionalNew York Life-Houston • Houston, TX, US
Financial Professional

Financial Professional

New York Life-Houston • Houston, TX, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

About Us

New York Life has been helping families and businesses protect their finances and futures for over 175 years. As a mutual company, we are accountable only to you, our policyholders, which allows us to focus on long-term strategies, rather than short-term earnings. We believe in doing what's right and putting your needs first.

Financial Professional Job Description

We are looking for a dedicated and driven Financial Professional to join our team in Bismarck, ND. As a Financial Professional at New York Life, you will have the opportunity to help individuals and families secure their financial future through comprehensive financial planning and insurance solutions.

Responsibilities :

  • Educate clients on the various financial products and services offered by New York Life
  • Analyze clients' financial situations and create customized financial plans to meet their goals
  • Provide ongoing support and guidance to clients to help them navigate their financial decisions
  • Build and maintain client relationships through regular communication and reviews
  • Stay current on industry trends and regulatory requirements to ensure compliance
  • Collaborate with a team of professionals to deliver exceptional service to clients

Qualifications :

  • Prior experience in financial services or sales preferred, entry-level welcome
  • Strong interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Driven and goal-oriented mindset
  • Bachelor's degree in Finance, Business, or related field is a plus

    • Benefits :

  • Comprehensive training and development programs
  • Competitive compensation and commission structure
  • Health, dental, vision, and retirement benefits
  • Ongoing support and mentorship from experienced professionals
  • Opportunities for career advancement and growth

    • #hc180957

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