Financial Professional

Job overview

The Financial Professional role is an onsite, full-time position in Atlanta, GA. The posting states at-plan earnings of $75,000–$105,000; the XML salary element lists $105,000 per year. New York Life Greater Atlanta’s mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. The role helps clients develop and maintain financial strategies suited to their goals and changing circumstances. It contributes to client financial security by explaining available products, reviewing plans, building long-term relationships, and collaborating with colleagues on client solutions.

What you'll do

• Guide clients in developing personalized financial strategies
• educate clients about insurance, annuity, and investment products
• build and maintain long-term client relationships
• review financial plans and adapt them to changing circumstances
• collaborate with team members on client solutions
• stay informed about industry trends and regulatory changes
• develop professional expertise.

What we're looking for

Skills & competencies

financial professional

atlanta ga

new york life greater atlanta

full-time

financial planning

insurance products

annuities

investment products

client relationships

financial strategies

client education

at-plan earnings

$75,000–$105,000

Work arrangement

• Weekend coverage required

Why this role

Compensation is described as at-plan earnings; the posting also states a $75,000–$105,000 range.

About the employer

New York Life Greater Atlanta is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.