Financial Professional jobs in United States
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New York Life · 3 hours ago

Financial Professional

New York Life is a Fortune 100 company with a long history of doing good. They are seeking a Financial Professional to drive positive impact in the lives of families by providing guidance on financial matters and helping clients navigate complex challenges.

Financial Services
Hiring Manager
Nathan Kreitzer, MBA
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Responsibilities

Drive positive impact in the lives of families every day
Helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
Provide peace of mind to your clients
Grow personally and professionally along with your clients
Equip and train you with a multifaceted approach that includes an industry-leading learning platform
Personalized coaching from dedicated training professionals
Ability to obtain industry professional designations
Get rewarded and acknowledged with sales incentives and professional-development trips
Attract and retain your clients with web, social, and email content
Develop solutions that can help clients achieve their financial goals
Specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC
Join a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents

Qualification

Customer Relationship ManagementMarketingFinancial AdvisoryCommunicationCoachableSelf-disciplinedAuthenticCompetitiveEntrepreneurial

Required

applicable FINRA general securities licenses
agent state law licenses
investment advisory licenses
compliance history
production standards
required training

Benefits

Medical, dental, vision, life, and disability insurance
401(k)
Pension

Company

Funding

Current Stage
Early Stage

Leadership Team

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Ben Babcock
Partner
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Kevin Harrington
Partner
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Company data provided by crunchbase