Financial Professional
New York Life is a Fortune 100 company with a long history of helping generations protect their families and achieve their financial goals. They are seeking a Financial Professional to drive positive impact in the lives of families by providing peace of mind through financial planning and insurance solutions. This role involves training and development support, allowing individuals to grow personally and professionally while making a lasting impact on clients' financial well-being.
Responsibilities
- Drive positive impact in the lives of families
- Provide peace of mind to clients while helping them navigate financial challenges
- Equip and train with a multifaceted approach including an industry-leading learning platform and personalized coaching
- Develop solutions with clients to help them achieve their financial goals
- Specialize and gain expertise in different areas such as wealth management and estate planning
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