Icon hamburger
Briefcase

Create Job Alert.

Enter your email below to save this search and receive job recommendations for similar positions.
Thank you. We'll send jobs matching these to
You already suscribed to this job alert.
No Thanks
US
What job do you want?

Create Job Alert.

Get similar jobs sent to your email

Apply to this job.
Think you're the perfect candidate?
Apply Now
Thumsup

You’re being taken to an external site to apply.

Enter your email below to receive job recommendations for similar positions.
Financial Services Professional at New York Life

Financial Services Professional

New York Life Knoxville, TN Full-Time
Apply Now

Create Job Alert.

Get similar jobs sent to your email

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

  • 4-year College Degree

  • Candidate must be an accomplished communicator with strong verbal and written skills

  • Prior sales and/or business experience preferred

  • Entrepreneurial mindset

  • 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:

  • 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!

  • You can read in full about all benefits1 for our Financial Professional role here: [ Link removed ] - Click here to apply to Financial Services Professional

  • 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

Business
Communications
Customer Service
Entrepreneurship
Interpersonal Skills
Sales
Apply to this job.
Think you're the perfect candidate?
Apply Now

Help us improve Careerbuilder by providing feedback about this job: Report this job

Report this Job

Once a job has been reported, we will investigate it further. If you require a response, submit your question or concern to our Trust and Site Security Team

Careerbuilder TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using Careerbuilder you are agreeing to comply with and be subject to the Careerbuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.