New York Life - Cincinnati, OH

posted 29 days ago

Full-time - Entry Level
Cincinnati, OH
1,001-5,000 employees
Insurance Carriers and Related Activities

About the position

The Financial Professional position at New York Life Insurance Company is a dynamic role that allows individuals to work independently while building and maintaining long-term relationships with clients. This role focuses on understanding clients' financial needs, educating them on financial planning, and promoting customized solutions to help them achieve their long-term financial goals. Financial Professionals have the flexibility to choose their clients and work on their own schedules, making each day unique and impactful in the community.

Responsibilities

  • Understand the needs and financial concerns of clients.
  • Educate clients on financial planning for future events.
  • Promote customized solutions for clients' long-term financial goals.
  • Cultivate relationships to help individuals and families pursue financial security.
  • Build an insurance and financial practice through networking and prospecting.
  • Provide compassion and guidance during clients' challenging life circumstances.
  • Develop and maintain long-term bonds with clients to foster trust and stability.

Requirements

  • Bilingual in Urdu, Hindi, or Punjabi.
  • Strong interpersonal and communication skills.
  • Ability to work independently and manage time effectively.
  • Commitment to building long-term client relationships.
  • Understanding of financial products and services.

Nice-to-haves

  • Experience in sales or financial services.
  • Knowledge of insurance and investment products.

Benefits

  • Flexible schedule.
  • Opportunity to choose clients.
  • Support from a reputable company with high financial strength ratings.
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