Financial Services Professional

Benefits

• Vision insurance
• Wellness resources
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Donation matching
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development

Join New York Life Insurance Company as a Financial Services Professional in Colchester, VT, and embark on a rewarding career helping clients achieve their financial goals. You'll provide expert guidance and personalized financial solutions while being part of a supportive and dynamic team.

• Develop and maintain strong relationships with clients to understand their financial needs.
• Provide tailored financial planning and insurance solutions to individuals and businesses.
• Conduct market research to stay informed about industry trends and competitor offerings.
• Utilize financial analysis tools to create comprehensive financial plans.
• Educate clients on investment strategies, retirement planning, and risk management.
• Collaborate with team members to enhance service delivery and client satisfaction.
• Attend networking events and community activities to build a strong local presence.
• Continuously pursue professional development and industry certifications.

• Related business experience, or Bachelor's degree in finance, business, or a related field preferred.
• Strong interpersonal and communication skills to build client relationships.
• Previous experience in sales or financial services is a plus.
• Ability to obtain necessary licenses (e.g., Life and Health Insurance licenses).
• Self-motivated with a strong desire to succeed in a commission-based environment.
• Proficient in financial software and Microsoft Office Suite.
• Strong analytical skills and attention to detail.
• Commitment to ongoing professional growth and development.

Flexible work from home options available.