Financial Services Professional
$60,000 - $150,000/Yr
New York Life - Glendale, CA
posted 26 days ago
Full-time - Entry Level
Remote - Glendale, CA
5,001-10,000 employees
Insurance Carriers and Related Activities
About the position
The Financial Services Professional role at New York Life offers a unique opportunity to become an insurance agent, where you can make a significant impact on the financial well-being of individuals, families, and small businesses. This position is not just about sales; it is a career with purpose, providing peace of mind to clients as they navigate complex financial challenges. The role includes comprehensive training and support, allowing you to grow both personally and professionally while helping clients achieve their financial goals.
Responsibilities
- Provide financial guidance and solutions to clients.
- Help clients prepare for retirement and save for college.
- Utilize digital tools for sales, prospecting, and marketing.
- Engage in continuous learning and professional development.
- Build and maintain strong client relationships.
Requirements
- Strong communication skills.
- Ability to work independently and as part of a team.
- Entrepreneurial mindset and self-discipline.
- Coachable and willing to learn.
- Desire to make a positive impact on clients' lives.
Nice-to-haves
- Experience in sales or customer service.
- Knowledge of financial products and services.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
