Financial Services Professional

Responsibilities

• Build and nurture client relationships by providing personalized financial solutions.
• Conduct comprehensive financial needs analyses to identify client goals and objectives.
• Educate clients on financial products and services, ensuring they make informed decisions.
• Collaborate with team members to develop strategic plans that enhance client satisfaction.
• Stay informed about industry trends and regulatory changes to offer up-to-date advice.
• Utilize company resources and training to continuously improve your financial expertise.
• Participate in community events to expand your professional network and client base in Nassau-Suffolk, NY.

Qualifications

• Experience in building and maintaining strong client relationships, ensuring trust and satisfaction.
• Ability to conduct thorough financial needs analyses, identifying client goals and crafting personalized solutions.
• Proven track record of educating clients on financial products, enabling informed decision-making.
• Strong collaboration skills to work effectively with team members in developing strategic client plans.
• Up-to-date knowledge of industry trends and regulatory changes to provide current and relevant advice.
• Commitment to continuous learning and professional development through company resources and training.
• Active participation in community events to expand professional networks and client base in Nassau-Suffolk, NY.

Pay

$117,000 - $117,000/year

About NYL - Nassau GO

About New York Life

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 clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

Awards & Accolades

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)

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