Financial Services Professional
New York Life
Job Description
Job Description
The Financial Services Professional position is a client-based role where you manage your own financial practice, but have the support of a Fortune 100 company every step of the way. As a Financial Services Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to manage own your career, while being aligned with a company where hard work is valued and rewarded. New York Life offers the training and support to take you career as far as you want to, whether it's in the field or on a clear path to management. Training, Development & Benefits Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes: In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!Subsidy, stipend, and bonus programsYou can read in full about all benefits* for our Financial Professional role here: have Fast Track to Management opportunities for qualified professionals once established in the career.Desired Skills and Experience Accomplished communicator with strong verbal and written skillsPrior sales and/or business experience preferredEntrepreneurial mindsetStrong desire to help othersAbility to work in a hybrid settingIt is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment. *Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason. About New York Life:As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We have more than 175 years of industry success. Some of our accolades include:• A promise to work with you to build a strong financial future for both you and your clients• America's largest mutual life insurer and #72 on Fortune 100 in 2022• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 12/31/2022
- ...the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life... ...opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support...SuggestedContract workWork at office
- ...of a team of salespeople, who would enjoy: • Comprehensive professional training • Competitive benefits • Significant income potential... ...6 or 7 and Series 63 preferred • Previous experience in Financial Services industry required • Previous experience in Insurance industry...SuggestedWork at office
$115.92k
...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,... ...your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and...SuggestedContract work- ...the backing of a Fortune 100 company that is a leader in the financial services industry. You will have the ability to work with the... ...opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support...SuggestedContract workWork at officeOverseas
$60k - $150k
...invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as... ...Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together...SuggestedFull timeContract workFor contractorsWork at office$115.92k
...Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of... ...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,...Contract work$27 - $41 per hour
...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Work at officeLocal areaMonday to Friday- ...our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment... ...degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement...Full timeLocal area
$54k - $66k
...then we could be a perfect match. What You Will Do Volvo Financial Services is the finance arm of the Volvo Group. The Volvo Group is... ...tasks in a fast paced, demanding environment. Demonstrated professionalism, including verbal and non-verbal communications, as well as...Temporary workLive in- A leading financial services company seeks a Tax Associate with at least 2 years of paid tax filing experience, particularly with individual 1040 tax returns. This role offers full-time remote work, focusing on providing tax assistance using TurboTax products. The ideal...Full timeRemote work
$64k - $90k
...collaborative teams, then we could be a perfect match. Volvo Financial Services (VFS) is the captive finance arm of the Volvo Group,... ...Science, Engineering, Finance, Economics, Statistics Relevant professional experience building data, business‑intelligence or automation...Temporary workLive in- ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making...Full timeTemporary workPart timeWork experience placementWork at office
$70k - $75k
...Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Attorney Auditor ** This is a fully... ...to share your insights. Take advantage of a variety of professional development opportunities that help you perform your best work...Local areaRemote workWork from homeFlexible hours- ...Planners, etc.) to deliver a high‑quality service level to our Wealth clients.... ...Specialist; trust, investment, banking or financial planning‑related client service experience... ...skills. Exemplary customer service and professional etiquette skills. Preferred Qualifications...Work at office
- ...to solidify our position as a leader in financial planning, with ambitious goals in new... ...is committed to delivering exceptional service and expanding our presence within the community... ...provide the training, mentorship, and professional licensing support to help you...Work at officeLocal areaVisa sponsorshipFlexible hours
$300k - $400k
...of defense/LOD2) for Truist Protection Services (TPS) through the effective identification... ...roles within a Category 2 or 3 Large Financial Institution (LFI) with a deep... ...degree in finance or business equivalent.2. Professional designations such as Certified Information...Full timePart timeWork experience placementShift workDay shift$20 - $25 per hour
...Description We are currently recruiting for a Financial Operations Specialist job in Greensboro... ..., and providing excellent customer service. This position offers an opportunity to... ...mindset Strong integrity and professionalism Adaptability and willingness to learn...Hourly payContract workTemporary workLocal area$108.5k - $195.9k
...with all company policies and applicable financial and regulatory requirements Stay... ...accuracy, timeliness, and compliance with professional standards across all deliverables... ...group protection, and retirement plan services. With our 120-year track record of expertise...Work experience placement- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and...Full timeTemporary workWork experience placementWork at officeDay shift
- ...inventory processes, and related operational toolsWhat They Offer YouA role where your accounting / finance work will be very visible: financial reports, cost of goods, margin analysis, forecasting will matterExposure and leadership across multiple sites and possibly...
- ...administrative, and procedural decisions.Knowledge of procurement rules and regulations.Ability to assess contract compliance and product/service quality.Knowledge of budgeting, cost estimating, and fiscal management principles and procedures.Other duties as assigned....Contract workTemporary workFor contractorsLocal area
$86.5k - $164.5k
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture...Full timeWork experience placementInternshipWork at officeLocal area$125k - $150k
location_onGreensboro, North CarolinaacutePermanentLHH Recruitment Solutions is seeking a Financial Controller for a well-established and profitable company based in the Triad area of North Carolina. The ideal candidate will have experience in financial reporting, budgeting...Temporary workLocal area- ...Winston-Salem is seeking an experienced Grant Accountant to join our finance team. This role plays a critical part in ensuring the financial integrity and compliance of grant funded programs that directly support our mission and community impact.If you enjoy working in a...Local area
- ...The Staff Accountant will primarily be responsible for the accuracy and integrity of the Company's general ledger so that accurate financial reports such as the balance sheet, income statement, and cash flow statement may be produced and relied upon. The successful...Full timeWork at office
- ...primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective... ...quality products and services and the Bank's image at professional organizations, community events and other activities where potential...Work at office
$79.6k - $145.1k
...Development The Actuarial Development Program (ADP) at Lincoln Financial Group is an industry-leading program that demonstrates Lincoln... ..., life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions...Work experience placement- ...provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance... ...products, as well as mutual funds. Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you...Work at officeFlexible hours
- ...support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and...Full time
- ...that will provide you with opportunities to Build More in your professional career? The Christman Company is looking for a Senior... ...You will be relied upon to successfully deliver design phase services and will have the opportunity to assist with multiple projects...Full timeFor contractorsFor subcontractorWork visa
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!
- financial services professional Greensboro, NC
- citizens financial group Greensboro, NC
- financial clearance Greensboro, NC
- financial executive Greensboro, NC
- emergent financial group Greensboro, NC
- financial institutions Greensboro, NC
- financial engineer Greensboro, NC
- financial fraud Greensboro, NC
- ally financial Greensboro, NC
- one main financial Greensboro, NC




