Financial Services Professional
$120k - $150kNew York Life - Hudson Valley
Job Description
Job Description
Join New York Life - Hudson Valley as a Financial Services Professional, where you'll make a meaningful impact on people's lives. With our rich history spanning over 180 years, we're committed to empowering individuals, families, and small businesses to achieve their financial dreams. You'll become a trusted partner, guiding clients through challenges like retirement planning and college savings, while fostering long-lasting relationships rooted in trust and success. At New York Life, your career will have purpose, offering opportunities for growth and making a lasting impact.
You'll thrive with our supportive environment, enjoying flexible work arrangements, competitive compensation, and abundant career advancement opportunities. Our dynamic team values diversity and innovation, and we're proud of our recognition for multicultural inclusion and employee development. As a Fortune 100 company, we prioritize the well-being of both our policyholders and employees. Benefits include a 401(k), pension plans, and comprehensive medical coverage, ensuring your future is as bright as the ones you'll help create for your clients. Let's embark on this journey together and build a brighter financial future. Compensation:$120,000 - $150,000 at planned commission yearly
Responsibilities:- Guide clients in developing personalized financial strategies that align with their life goals.
- Build and nurture long-term relationships with clients, fostering trust and mutual success.
- Analyze financial data to craft tailored solutions for retirement planning, college savings, and more.
- Stay informed on industry trends and regulatory changes to provide clients with up-to-date advice.
- Collaborate with a diverse team to enhance service offerings and drive innovation.
- Educate clients on financial products and services, empowering them to make informed decisions.
- Conduct regular reviews of client portfolios to ensure alignment with their evolving needs and objectives.
- Experience in financial planning, with a focus on retirement, investment, and insurance strategies.
- Ability to develop and maintain strong client relationships, ensuring personalized financial solutions.
- Proven track record of collaborating effectively with team members to deliver innovative financial products.
- Strong understanding of industry trends and regulatory changes to provide clients with up-to-date advice.
- Ability to conduct regular reviews of clients' financial plans, aligning them with evolving goals.
- Experience in educating clients on financial concepts and strategies to empower informed decision-making.
- Proven ability to identify new business opportunities through networking and community engagement in the Poughkeepsie-Newburgh-Middletown area.
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ 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 of clients.
We're proud to be recognized by the following organizations:
- Fortune 2024: World's Most Admired Companies
- Handshake 2025: Early Talent Award
- Forbes 2024: America's Best Employers for Diversity
- Seramount: 2024 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to provide clients:
- 1 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies.
- $983 million LIFETIME ANNUITY INCOME PAID.
- $6 billion IN LIVING BENEFITS AWARDED.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
Vacancy posted 2 days ago
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