Financial Services Professional

Benefits:

Vision insurance Wellness resources 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Donation matching Flexible schedule Health insurance Opportunity for advancement Training & development About the

Role:

Join New York Life Insurance Company as a Financial Services Professional in Colchester, VT, and embark on a rewarding career helping clients achieve their financial goals. You'll provide expert guidance and personalized financial solutions while being part of a supportive and dynamic team.

Responsibilities:

Develop and maintain strong relationships with clients to understand their financial needs. Provide tailored financial planning and insurance solutions to individuals and businesses. Conduct market research to stay informed about industry trends and competitor offerings. Utilize financial analysis tools to create comprehensive financial plans. Educate clients on investment strategies, retirement planning, and risk management. Collaborate with team members to enhance service delivery and client satisfaction. Attend networking events and community activities to build a strong local presence. Continuously pursue professional development and industry certifications.

Requirements:

Related business experience, or Bachelor's degree in finance, business, or a related field preferred. Strong interpersonal and communication skills to build client relationships. Previous experience in sales or financial services is a plus. Ability to obtain necessary licenses (e.g., Life and Health Insurance licenses). Self-motivated with a strong desire to succeed in a commission-based environment. Proficient in financial software and Microsoft Office Suite. Strong analytical skills and attention to detail. Commitment to ongoing professional growth and development.

About Us:

New York Life Insurance Company has been a trusted leader in the insurance and financial services industry for over 175 years. Our commitment to helping clients secure their financial futures has earned us a stellar reputation, while our supportive work environment and focus on employee development make us a great place to build your career. Flexible work from home options available.