What are the responsibilities and job description for the New York Life Financial Professional position at New York Life?
Company Description
For over 180 years, New York Life has been dedicated to helping individuals and families achieve their long-term financial goals. As a mutual company, we prioritize transparency, integrity, and the best interests of our policyholders. We actively support our local communities through initiatives such as the New York Life Foundation and a culture of giving and volunteerism. At New York Life, we emphasize professional development, career growth, innovation, and a commitment to diversity and inclusion. New York Life is an Equal Opportunity Employer, fostering a collaborative and supportive environment where you can thrive personally and professionally.
Role Description
The Financial Professional role at New York Life is a full-time, on-site position based in Coeur d'Alene, ID. In this role, you will assist clients in achieving their financial goals by conducting financial needs assessments and developing tailored strategies, including insurance and investment products. You will build and maintain long-term client relationships, provide financial education, and stay updated on industry trends and regulations. Collaboration with team members and continuous professional growth are integral components of this role.
Qualifications
- Expertise in Financial Planning and Finance
- Strong Analytical Skills and Financial Reporting capabilities
- Excellent Communication skills, including the ability to clearly explain complex financial concepts
- Proactive problem-solving abilities and attention to detail
- Relevant certifications, such as Life and Health Insurance Licenses, Series 6, or Series 7, are a plus
- Ability to work collaboratively within an on-site team
- Bachelor’s degree in Finance, Business, or a related field is preferred