Financial Services Professional - San Diego
Company: New York Life - San Diego
Location: La Mesa
Posted on: October 18, 2024
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Job Description:
Career Description:--Financial Professionals help clients
identify and achieve their financial goals. Through New York Life,
Eagle Strategies and NYLIFE Securities, our Financial Professionals
offer an array of financial products and services to help clients
achieve their financial goals. New York Life and its affiliates are
dedicated to prudent financial management, high-quality products,
and impeccable service. Financial strategies may include but are
not limited to retirement planning, education funding, business
planning, employee benefits, special needs planning, legacy, and
estate planning.
Training, Support, and Professional Development:--New York Life
offers a comprehensive three-year training program, marketing
support, as well as prospecting and technical assistance. Our
programs give you the chance to work with established agents and
managers who assist you in developing a clientele. New York Life
provides the resources and ongoing support you would expect from a
Fortune 100 company.
We require motivated, enterprising individuals who are willing to
dedicate their time and energy to creating profitable and rewarding
careers. The candidate we seek must possess uncompromising
integrity and the ability to communicate complex ideas. The
candidate must also have the ability to network and prospect for
new clients, must have excellent communication skills, and
effective relationship management skills.
New York Life is an equal opportunity employer
M/F/Veteran/Disability/Sexual Orientation/General Identity
Benefits Provided:
--- 401k & ROTH 401k
--- Defined Benefit Pension Plan
--- Health, Dental, Vision, Life, and Disability Insurance
--- HSA (Health Savings Account)
Responsibilities:
--- Create tailored risk management strategies directly with
clients that align with their risk profiles
--- Set meetings with new and potential clients to listen to their
needs, taking into account their financial statuses and
stage-of-life priorities, and present insurance plan options
tailored to their individual circumstances
--- Maintain and grow existing portfolios by developing and
implementing effective and attentive sales strategies that
cultivate long-term customer loyalty
--- Update bookkeeping systems, customer records, and sales
databases to report your monthly and/or quarterly progress to goals
to stakeholders
Qualifications:
--- Strong interpersonal skills, communication skills, customer
service skills, and analytical skills are required
--- Basic computer skills with proficiency with Microsoft Office
suite is necessary
--- Proficiency with accounting or sales-related software is
helpful
--- High school diploma mandatory; four-year undergraduate degree
strongly preferred
About Company:
Awards & Accolades.
A++ Superior (A.M. Best)AAA Exceptionally Strong (Fitch)Aaa
Exceptional (Moody's)AA+ Very Strong (Standard & Poor's)We're proud
of our position in the industry.
New York Life named a 2021 "Elite Gold Organization" by Chief
Learning Officer magazine7Training Magazine's Training Top 100 for
20215.5 million LIVES PROTECTED. Includes all owners of individual
life insurance and annuity policies$938 million LIFETIME ANNUITY
INCOME PAID. Includes all payouts on individual income annuity
products.$4.9 billion IN LIVING BENEFITS AWARDED. Includes life and
annuity cash value accumulation and qualifying policy dividends
paid. Dividends are not guaranteed.Over $1.1 trillion LIFE
INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal
life.
Keywords: New York Life - San Diego, El Cajon , Financial Services Professional - San Diego, Accounting, Auditing , La Mesa, California
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