Financial Professional
New York Life is a Fortune 100 company with a long history of doing good. They are seeking a Financial Professional to provide peace of mind to clients while helping them navigate complex financial challenges, such as preparing for retirement and saving for college.
Responsibilities
- Provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
- Drive positive impact in the lives of families every day
- Grow personally and professionally along with clients
- Equip and train with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations
- Utilize digital sales, prospecting, and marketing tools to attract and retain clients
Skills
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
- Applicable FINRA general securities licenses
- Agent state law licenses
- Investment advisory licenses
- Compliance history
- Production standards
- Required training
Benefits
- Medical, dental, vision, life, and disability insurance
- 401(k)
- Pension
Company Overview
Company H1B Sponsorship