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8 Financial Services Professional Jobs in Stamford, CT

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EY
EY
Stamford, CT | Intern
$94k-115k (estimate)
1 Week Ago
Gartner
Stamford, CT | Full Time
$87k-107k (estimate)
3 Days Ago
New York Life SoCo
Stamford, CT | Full Time
$109k-155k (estimate)
7 Months Ago
Fidelity Investments Careers
Stamford, CT | Full Time
$79k-101k (estimate)
0 Months Ago
Whitecap Search
Stamford, CT | Full Time
$111k-147k (estimate)
9 Months Ago
KP Recruiting Group
Stamford, CT | Full Time
$101k-128k (estimate)
2 Months Ago
Financial Services Professional
$109k-155k (estimate)
Full Time 7 Months Ago
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New York Life SoCo is Hiring a Financial Services Professional Near Stamford, CT

Are you a leader who has the following traits?

  • Competitive
  • Business-Minded
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
  • Driven

If the answer is Yes, consider becoming an Insurance Agent to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

You have the ability to help protect and preserve clients' most precious possessions, and to help families create generational wealth.

Compensation:

$135,000 at plan commission

Responsibilities:
  • Ability to understand the needs and financial concerns of clients.
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
  • Promote customized ways for clients to achieve their long-term financial goals.
  • Cultivating relationships, with a view to helping every family member or individual pursue financial security.
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
  • Providing compassion and guidance to clients when unfortunate life circumstances arise.
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time.
  • Manage electronic and paper records and ensure all contracting paperwork is kept current
  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
  • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
  • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
Qualifications:

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

We encourage all of our agents to continue their financial education and strive to obtain their SIE, Series 6 or 7, and their 63, in order to be able to act as Trusted Business advisors for their clients.

About Company

Awards Accolades

We’re proud of our financial strength7

  • A Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA Very Strong (Standard Poor’s)
  • We’re proud of the training we offer8
  • Training Magazine’s APEX Award for 2022

We’re proud the be recognized by organizations that also value diversity

Latino Leaders: 2022 Best Companies for Latinos to Work For

Human Rights Campaign: 2022 Corporate Equality Index

Forbes 2022: America’s Best Employers for Diversity

Job Summary

JOB TYPE

Full Time

SALARY

$109k-155k (estimate)

POST DATE

10/15/2023

EXPIRATION DATE

04/29/2024

Show more

New York Life SoCo
Full Time
$101k-136k (estimate)
1 Week Ago
New York Life SoCo
Full Time
$96k-133k (estimate)
1 Week Ago
New York Life SoCo
Full Time
$87k-123k (estimate)
9 Months Ago

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The following is the career advancement route for Financial Services Professional positions, which can be used as a reference in future career path planning. As a Financial Services Professional, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Professional. You can explore the career advancement for a Financial Services Professional below and select your interested title to get hiring information.

Whitecap Search
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If you are interested in becoming a Financial Services Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Professional for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Services Professional job description and responsibilities

Finance professional help their clients experience their greatest aspirations and meet essential needs.

04/11/2022: Stockton, CA

They performs and coordinates administrative, technical, and professional work related to financial and accounting activities of the court, including ensuring compliance with appropriate guidelines, policies, and internal controls.

01/24/2022: Casper, WY

They also prepares, updates and processes variety of accounting records, financial statements, and reviews, develops recommendations regarding procedures for improvements, and assists with policy development regarding financial matters.

04/15/2022: Durham, NC

Finance professional help with tax and financial planning, financial consulting, assurance services and accounting services.

04/10/2022: Salem, OR

They also help clients work out how they can achieve their short-term and long-term financial goals.

03/11/2022: Ann Arbor, MI

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Services Professional jobs

Finance professional requires education, experience, ethics, and comprehensive examination.

01/31/2022: Battle Creek, MI

The ability to build successful relationships with customers is critical if you want to excel.

02/04/2022: Kansas City, MO

Most companies are looking to hire employees who can implement lateral thinking, the ability to analyze scenarios, and draw suitable conclusions.

02/26/2022: Indianapolis, IN

It’s important for financial professionals to understand the relationship between a company’s fiscal behavior and marketplace demands

04/10/2022: Wichita Falls, TX

For finance professionals seeking to advance their career, the value of business skills can’t be overstated.

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Step 3: View the best colleges and universities for Financial Services Professional.

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