Financial Professional

Job overview

Financial Professional is an onsite role in Atlanta, GA. Compensation is not specified. New York Life offers insurance and investment products and services to help customers protect families and pursue financial goals. The role builds and maintains client relationships, identifies financial needs, and explains customized ways to plan for long-term goals and financial security. It also develops an insurance and financial practice through professional networking and client prospecting.

What you'll do

• Understand clients’ needs and financial concerns
• educate clients on financial planning for future events
• promote customized approaches to long-term financial goals
• cultivate relationships with individuals and families
• build a practice through professional networks and prospecting
• provide guidance when difficult life circumstances arise
• help clients consider retirement and college savings.

What we're looking for

Skills & competencies

financial professional

atlanta ga

new york life

financial planning

insurance products

investment products

client relationships

retirement planning

college savings

prospecting

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible schedule and the ability to choose clients are described as career benefits.

Why this role

Flexible schedule and ability to choose clients are described as career benefits.

About the employer

New York Life (Atlanta) is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.