Financial Services Professional
Listed on 2026-09-21
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Sales
Financial Sales, Client Relationship Management, Insurance Sales
About this position
Join New York Life as a Financial Services Professional and make a meaningful impact on families' financial futures. In this role, you'll be empowered to chart your career path with support from a Fortune 62 company that values innovation and long-term success. We'll provide you with comprehensive training to hone your skills in marketing, customer relationship management, and communication. You'll also have access to a dedicated development team and sales support to ensure your success and growth.
Join New York Life as a Financial Services Professional and make a meaningful impact on families' financial futures. In this role, you'll be empowered to chart your career path with support from a Fortune 62 company that values innovation and long-term success. We'll provide you with comprehensive training to hone your skills in marketing, customer relationship management, and communication. You'll also have access to a dedicated development team and sales support to ensure your success and growth.
Compensation:$80,000 at plan yearly
Responsibilities:- Guide clients in developing personalized financial strategies to achieve their long-term goals.
- Build and nurture strong relationships with clients, ensuring trust and transparency in all interactions.
- Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice.
- Collaborate with our sales support team to deliver exceptional service and meet client needs efficiently.
- Utilize our comprehensive training resources to continuously enhance your marketing and communication skills.
- Identify and pursue new business opportunities to expand your client base and grow your practice.
- Conduct regular reviews of clients' financial plans to ensure they remain aligned with their evolving needs and objectives.
- Experience in financial planning or a related field, demonstrating your ability to guide clients effectively.
- Ability to build and maintain strong client relationships, ensuring trust and transparency in every interaction.
- Proven track record of staying informed about industry trends and regulatory changes to provide clients with the best advice.
- Strong collaboration skills to work seamlessly with our sales support team and deliver exceptional service.
- Commitment to continuous learning, utilizing our training resources to enhance your marketing and communication skills.
- Proactive approach to identifying and pursuing new business opportunities to expand your client base.
- Ability to conduct regular reviews of clients' financial plans, ensuring alignment with their evolving needs and objectives.
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.
To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
- We’re proud of our financial strength
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard & Poor’s)
- We’re proud of the training we offer
- Training Magazine’s APEX Award for 2022
We’re proud to be recognized by organizations that also value diversity New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
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