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Financial Professional

Financial Professional

at New York Life

Posted: 1-22-2025

Remote

Information Technology and Computer Science

Ï

$115,500/year

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About this Career

Software Developers

Skills

Retirement Planning, Spanish Language, Financial Market, Telemarketing, Communication, Benefits Administration, Retail Sales, Financial Services, Sales Administration, Investments, Financial Analysis, Sales, Financial Needs Assessment

Job Description

Financial Professional New York Life Wayne, PA Hybrid work About us We are professional, agile and professional.
Our work environment includes:
Modern office setting Food provided Growth opportunities Regular social events Flexible working hours Lively atmosphere ```Job Overview``` We are seeking a highly motivated and experienced Financial Professional to join our team. As a Financial Professional, you will play a crucial role in providing financial guidance and solutions to our clients. This is an excellent opportunity for someone with a strong background in sales and finance who is looking to take their career to the next level. ```Duties```
  • Conduct comprehensive financial needs analysis for clients
  • Develop personalized financial plans based on client goals and objectives
  • Provide recommendations on investment strategies, retirement planning, insurance coverage, and other financial products
  • Educate clients on various financial options and help them make informed decisions
  • Build and maintain strong relationships with clients through regular communication and follow-up
  • Stay up-to-date with industry trends, regulations, and changes in the financial market ```Experience```
  • Proven experience in sales or retail sales
  • Strong ability to market and communicate effectively
  • Knowledge of sales administration processes
  • Ability to analyze financial data and provide accurate recommendations
  • Fluency in Spanish is a plus
  • Experience in telemarketing is a plus Benefits administration experience is preferred but not required.
If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Apply today to join our dynamic team of Financial Professionals.
Job Type:
Full-time Pay:
$61,000.00
  • $170,000.
00 per year
Benefits:
401(k) Dental insurance Disability insurance Flexible schedule Health insurance Vision insurance Work from home
Supplemental Pay:
Bonus opportunities Commission pay Ability to
Relocate:
Wayne, PA:
Relocate before starting work (Required)
Work Location:
Hybrid remote in Wayne, PA

Other Job Posting Details

Salary

Minimum

Maximum

$61,000/yr

$170,000/yr

MINIMUM EDUCATION LEVEL

No Education Listed