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Financial Services Professional
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Financial Professional
The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.
Desired Skills and Experience
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4-year College Degree
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Candidate must be an accomplished communicator with strong verbal and written skills
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Prior sales and/or business experience preferred
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Entrepreneurial mindset
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Strong desire to help others
It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment
Training, Development & Benefits
Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:
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In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
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You can read in full about all benefits1 for our Financial Professional role here: https://www.nylbenefits.com/agents
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We have Fast Track to Management opportunities for qualified professionals once established in the career.
- Structure financial solutions satisfying needs
- Making financial decisions to help achieve financial goals
- Making financial decisions to help achieve theirfinancial goals
- Manage the delivery of financial services
- Review financial products and services and match with customer needs
- Selling all financial products and services, assisting customers
- Selling all financial products and services, assisting customers with service issues, and soliciting new business
- Provide a variety of patient services and financial services tasks
- Meet the financial needs of clients by providing quality products and excellent client service
- Determine financial needs and aid in selecting appropriate products and services
- Recommend appropriate products and services to members based on specific financial need
- Provide multiple financial solutions to existing and new clients
- Structure new lease and financial service opportunities
- Sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments
- Demonstrate proficiency in cross selling services offered by the financial institution
- Protecting clients' assets and helping achieve financial goals
- Conducting financial solutions training and education
- Analyze patient financial documents in order to determine percentage of financial assistance
- Provide information on banking products and services
- Promote, cross sell, and refer products and services as appropriate to meet client's financial needs
Recommended skills
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