New York Life - Elk Grove, CA
posted 2 months ago
Full-time - Entry Level
Elk Grove, CA
5,001-10,000 employees
Insurance Carriers and Related Activities
About the position
The Financial Professional position at New York Life is designed for individuals who are competitive, entrepreneurial, and coachable, aiming to make a positive impact on the financial well-being of families and small businesses. This role is not just about sales; it offers a career with purpose, providing agents with the opportunity to help clients navigate complex financial challenges while growing personally and professionally. New York Life supports its agents with extensive training, digital tools, and a strong team environment, allowing them to thrive in their careers.
Responsibilities
- Drive positive impact in the lives of families by providing financial guidance and solutions.
- Help clients navigate financial challenges such as retirement planning and college savings.
- Utilize marketing and customer relationship management skills to attract and retain clients.
- Participate in ongoing training and development to enhance professional skills and knowledge.
- Collaborate with a team of peers for support and mentorship.
Requirements
- 1 year of marketing experience or related field.
- Entry-level position suitable for individuals looking to start a career in financial services.
Nice-to-haves
- Experience in sales or customer service.
- Strong communication and interpersonal skills.
Benefits
- Disability insurance
- Health insurance
- Dental insurance
- 401(k)
- Vision insurance
- Life insurance
