Personal Financial Professional
Location
Petersburg, VA | United States
Job description
NY LIFE is on the lookout for a driven and dedicated Personal Financial Agent to become part of our Petersburg, VA team. As a Personal Financial Agent, your primary role involves offering comprehensive financial guidance and assistance to individuals, families, and entrepreneurs to help them reach their financial goals in the short and long run. When you join us, you'll enjoy the backing of a proficient team, have access to a broad array of financial solutions, and have the chance to earn a competitive salary based on your commitment and effort. Come aboard now and be a respected member of a team that acknowledges your hard work and fosters your advancement in the industry.
Responsibilities:
- Develop personalized financial strategies for clients based on their short-term and long-term financial objectives
- Assist clients in creating and managing budgets, researching investment opportunities, and determining optimal saving and investing methods
- Regularly monitor and provide updates on changes in the financial market
- Utilize financial software and tools to identify and recommend suitable investment opportunities
- Maintain accurate and comprehensive records of all client accounts and transactions
Qualifications:
- Bachelor's degree in business, finance, or a related field
- 2+ years of sales experience
- Excellent communication and interpersonal skills
- US Work Authorization
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
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