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Financial Services Professional
Location:
Petersburg, VA
Description:
Join our team in Petersburg, VA as a motivated and committed Personal Financial Professional at NY LIFE. In this role, you will provide extensive financial advice and support to individuals, families, and business owners, assisting them in achieving both their short-term and long-term financial objectives. As part of our team, you will benefit from the support of a skilled group, gain access to a wide range of financial options, and have the opportunity to earn a competitive salary based on your dedication and performance. Start your journey with us today and become a valued team member in an environment that recognizes your efforts and encourages your progression within the field. Responsibilities:• Develop customized financial plans tailored to clients' short-term and long-term financial goals in Petersburg, VA.• Assist individuals, families, and business owners in creating and managing budgets, exploring investment opportunities, and selecting optimal saving and investing strategies.• Stay updated on financial market changes and provide regular reports to clients.• Utilize financial tools and software to analyze and suggest suitable investment options for clients in Petersburg, VA.• Maintain accurate and detailed records of all client transactions and accounts. Qualifications:• A Bachelor's degree in business, finance, or a related field is required for this position in Petersburg, VA, US.• Candidates should possess at least 2 years of sales experience.• Excellent communication and interpersonal skills are essential qualities for this role.• Applicants must have US Work Authorization to be considered for this Financial Services Certified Professional position. Compensation: $80,000 - $150,000 yearly About Company: As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Our accolades include: •A promise to work with you to build a strong financial future for both you and your clients • #73 on Fortune 100 in 2020 • A leading company with many agents qualifying for MDRT2 year after year • Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Company:
NY Life
Posted:
May 8 on WizeHire
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Financial Services Professional is a Real estate Financial Services Professi Job at NY Life located in Petersburg VA. Find other listings like Financial Services Professional by searching Oodle for Real estate Financial Services Professi Jobs.
Financial Services Professional is a Real estate Financial Services Professi Job at NY Life located in Petersburg VA. Find other listings like Financial Services Professional by searching Oodle for Real estate Financial Services Professi Jobs.