Financial Professional

Company Description

New York Life Insurance Company, with over 180 years of experience, is dedicated to helping individuals and families achieve their financial goals and secure their futures. As a mutual company, we prioritize transparency, integrity, and objectivity. We are committed to fostering career development, innovation, and diversity through various resources and programs, while also contributing to the community through the New York Life Foundation.

Offering services in insurance, investments, retirement, and advisory solutions, New York Life employs a collaborative and inclusive workplace culture. We are proud to be an Equal Opportunity Employer that fosters a sense of belonging for all individuals.

This is a full-time on-site role as a Financial Professional located in Germantown, TN. The Financial Professional will be responsible for developing and maintaining client relationships while providing personalized financial planning, investment, insurance, and retirement solutions. Key responsibilities include analyzing financial information, preparing detailed reports, advising clients on financial strategies, and communicating effectively to ensure clients' financial goals are met. The position also involves staying updated on financial regulations and market trends to provide the highest level of service and expertise.

• Proficiency in Financial Planning and Finance concepts
• Strong Analytical Skills and expertise in Financial Reporting
• Excellent Communication skills to build and maintain client relationships
• Strong organizational and time-management abilities
• Bachelor's degree in Finance, Business Administration, or a related field is preferred
• Relevant industry certifications or licenses (e.g., FINRA, CFP) are a plus
• Experience in customer service or sales in financial services is advantageous
• Commitment to continuous learning and professional development