What are the responsibilities and job description for the Financial professional/ Agent/ Fast track to managment position at New York Life?
Company Description
New York Life Insurance Company has been a trusted financial services leader for over 180 years, offering insurance, investments, retirement, and advisory services. As a mutual company, we prioritize transparency, integrity, and supporting the communities we serve through initiatives like the New York Life Foundation. Dedicated to fostering growth, innovation, and diversity, New York Life provides employees with resources and opportunities to advance both personally and professionally. We are committed to creating a workplace that values collaboration and inclusivity. New York Life is an Equal Opportunity Employer welcoming individuals of all backgrounds.
Role Description
This is a full-time hybrid role for a Financial Professional/Accelerated Path to Management at New York Life, based in New York, NY. The role involves providing financial planning and advisory services to clients, conducting financial analyses, and preparing reports to support decision-making. Responsibilities include fostering client relationships, guiding clients on investment and protection strategies, and identifying avenues for financial growth. As part of the Accelerated Path to Management program, you will also gain exposure to leadership opportunities and the potential for career advancement in management.
Qualifications
- Proficiency in Financial Planning and Finance to assist clients with comprehensive solutions
- Strong Analytical Skills and experience in Financial Reporting
- Exceptional Communication skills for engaging clients and building lasting relationships
- Demonstrated ability to work collaboratively in hybrid team environments
- A bachelor's degree in finance, business administration, economics, or a related field
- Motivated self-starter with a commitment to professional growth and leadership development
- Series 6/7 and state life & health insurance licenses are a plus
- Familiarity with investment and retirement products is advantageous