financial services professional/agent

Company Description

For over 175 years, New York Life Insurance Company has been helping people put love into action with unparalleled integrity and service. As a mutual company, we prioritize transparency, objectivity, and community improvement through initiatives like the New York Life Foundation. At New York Life, you will find a culture focused on development, career growth, collaboration, innovation, and diversity & inclusion. We support your personal and professional growth through various resources and programs, and we invite you to use your talents to help families and businesses "Be Good at Life." New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity.

Role Description

This is a full-time hybrid role for a Financial Services Professional/Agent located in Las Vegas, NV, with flexibility for some work from home. The Financial Services Professional/Agent will be responsible for providing clients with financial planning and retirement planning services. Day-to-day tasks include assessing clients' financial needs, recommending suitable financial strategies, and developing long-term relationships with clients to help them achieve their financial goals. The role requires strong communication skills to effectively communicate financial concepts and strategies to clients.

Qualifications

• Financial Planning, Retirement Planning, and Finance skills
• Experience in Financial Services
• Strong Communication skills
• Excellent customer relationship management skills
• Ability to work independently and collaboratively in a hybrid work environment
• Relevant certifications or licenses (e.g., CFP, Series 6, 7, or 63) are a plus
• Bachelor's degree in Finance, Business, Economics, or related field is preferred

• Las Vegas, Nevada, United States

Languages

• English