1 Financial Specialist Job in Saratoga Springs, NY
New York Life is Hiring a Financial Specialist Near Saratoga Springs, NY
Financial Specialist
Ready to grow by affiliating with New York Life?
New York Life’s top-performing financial professionals are expanding their team of producers. They’re eager to work with other experienced financialprofessionals who are joining the New York Life family specializing in one or more of the following areas:
- Income Protection
- Retirement Planning
- Wealth Advisory1
- Business Solutions
- Estate Planning
- Executive Benefits
In addition to the opportunity of affiliating as a financial advisor with Eagle Strategies with complementary specialties2, you and your clients will have access to New York Life’s Advanced Planning Group, a highly trained team of professionals with credentials and experiences in law, taxation, trust, estate, and business planning3.
Who we’re looking for:
- Life / Health Licensed Agents
- Registered Reps
- Investment Advisor Reps
You could be right for this opportunity If you have:
- Entrepreneurial ambitions
- History of Success in sales, client services, or client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Self-disciplined
What we offer:
New York Life will value and reward your hard work. You’ll have significant income potential because compensation is directly aligned with sales performance.
And our comprehensive benefits package includes:
- Health/Dental/Life/Disability
- A 401(k) plan (after one year of service)
- A defined benefit pension plan (subject to eligibility and vesting requirements)4
- Reimbursement for certain company-approved industry designations
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.
Contact New York Life today to discover what making a living while making a difference is all about.
1Wealth Advisory requires affiliation as a financial advisor with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company.
2Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3Neither New York Life, nor its employees or representatives provide tax, legal or accounting advice.
4Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual
Orientation/Gender Identity
### SMRU# 1943185
Expires: 6/20/2024
Job Summary
Full Time
Insurance
$70k-87k (estimate)
01/30/2024
05/23/2024
cbizlife.com
SAN DIEGO, CA
<25
1974
TIMOTHY MOYNIHAN
$10M - $50M
Insurance
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About New York Life
Own a small business but don't know where to start on building your business through marketing? Branding, Content, Website, Digital Marketing, CRM tracking, Marketing Campaigns, Tradeshows, Incentive Programs, Social Media, LinkedIn followers, Video and Blog. Let me help you navigate and build your business and sales as well as client retention!
The job skills required for Financial Specialist include Accounting, Planning, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Specialist positions, which can be used as a reference in future career path planning. As a Financial Specialist, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Specialist. You can explore the career advancement for a Financial Specialist below and select your interested title to get hiring information.
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Quotes from people on Financial Specialist job description and responsibilities
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Acquire an entry-level position at a bank or financial firm to learn how the market works and to understand how different products can help clients.
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Step 3: View the best colleges and universities for Financial Specialist.
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