New York Life Investments · 3 months ago
Financial Professional, New York Life Insurance Company
Downers Grove, IL
Full-time
Onsite
New Grad, Entry Level
$118K/yr - $118K/yrNew York Life Investments is a leading financial services company that offers extensive training and support for aspiring financial professionals. The role involves building relationships with clients to help them achieve their financial goals and providing guidance during challenging times.
FinanceFinancial ServicesManagement Consulting
Responsibilities
Ability to understand the needs and financial concerns of clients
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
Promote customized ways for clients to achieve their long-term financial goals
Cultivating relationships, with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
Providing compassion and guidance to clients when unfortunate life circumstances arise
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationship over time
Qualification
Required
Ability to understand the needs and financial concerns of clients
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
Promote customized ways for clients to achieve their long-term financial goals
Cultivating relationships, with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
Providing compassion and guidance to clients when unfortunate life circumstances arise
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationship over time
Strong communication skills both written and verbal
Desire to help families and businesses to address their financial needs
Strong business acumen
Professional business demeanor
Perseverance in the face of a challenge
Ability to engage your community and leverage personal networks/contacts
Preferred
Sales Experience Preferred, But Not Required
Entrepreneurial mindset
Benefits
Medical
Dental
Vision
Life
Disability insurance
401(k)
Pension
Company
New York Life Investments
New York Life Investments is comprised of the global asset management businesses of our parent company, New York Life Insurance Company.
Founded in 1986
501-1000 employees
H1B Sponsorship
New York Life Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2021 (1)
2020 (3)
Funding
Current Stage
Late StageLeadership Team
Marta Hansen, MBA, CPA
Chief Financial Officer- Director & FINOP
Debbie Vince
VP DCIO West Region
Recent News
globallegalchronicle.com
2024-02-09
Company data provided by crunchbase