
Financial Professional
New York Life Greater Atlanta • Atlanta, GA, US
Posted 15 hours ago
Join us at New York Life Greater Atlanta, where you'll have the opportunity to empower clients to achieve lasting financial security. As a Financial Professional, you'll deliver our trusted insurance, annuity, and investment solutions, bringing peace of mind to families and businesses. We value integrity and humanity, creating an environment where you can thrive personally and professionally. You'll play a crucial role in helping clients create, protect, and preserve their financial security, acting as a steadfast partner in their financial journeys.
By joining our team, you'll find room for career growth and access to competitive compensation and professional development. We're committed to doing the right thing for both business and society, and we uphold our mission to be there when our policy owners need us. If you're ready to make a meaningful impact and enhance your expertise with an industry leader, let's connect. Together, we can achieve great things and help secure a brighter financial future for clients.
- Guide clients in developing personalized financial plans that align with their long-term goals.
- Educate clients on a range of insurance, annuity, and investment solutions to enhance their financial security.
- Build and maintain strong relationships with clients, ensuring trust and transparency in every interaction.
- Analyze clients' financial situations and provide tailored recommendations to optimize their portfolios.
- Stay informed on industry trends and regulatory changes to offer clients the most current advice.
- Collaborate with team members to share insights and strategies for client success.
- Conduct regular reviews of clients' financial plans to ensure they remain on track and adjust as needed for life changes.
- Experience in financial planning, insurance, or investment advisory roles.
- Ability to build and maintain strong client relationships through trust and transparency.
- Proven track record of developing personalized financial plans that align with clients' long-term goals.
- Strong analytical skills to assess clients' financial situations and provide tailored recommendations.
- Up-to-date knowledge of industry trends and regulatory changes to offer current advice.
- Excellent communication skills to educate clients on insurance, annuity, and investment solutions.
- Collaborative mindset to work effectively with team members and share insights for client success.
Compensation
$75,000 - $105,000 at plan earnings
New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.
We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our policy owners need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.
New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010
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