New York Life Insurance
Financial Services Professional
New York Life Insurance, San Francisco, California, United States, 94199
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Join the New York Life team as a motivated Financial Service Professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.
Responsibilities
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM.
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
Qualifications
Required to effectively network to identify potential new clients.
Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.
Relationship management skills are required.
Compensation
$69,000 to $185,000
Benefits:
401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Retirement plan
Vision insurance
Work Location: Hybrid remote in San Francisco, CA 94105
Job Type: Full-time
Pay: $69,000.00 - $185,000.00 per year
Experience:
Financial concepts: 1 year (Preferred)
Ability to Commute:
San Francisco, CA 94105 (Preferred)
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Join the New York Life team as a motivated Financial Service Professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.
Responsibilities
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM.
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
Qualifications
Required to effectively network to identify potential new clients.
Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.
Relationship management skills are required.
Compensation
$69,000 to $185,000
Benefits:
401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Retirement plan
Vision insurance
Work Location: Hybrid remote in San Francisco, CA 94105
Job Type: Full-time
Pay: $69,000.00 - $185,000.00 per year
Experience:
Financial concepts: 1 year (Preferred)
Ability to Commute:
San Francisco, CA 94105 (Preferred)
#J-18808-Ljbffr