Financial Services Representative
New York Life is a financial services company seeking a Financial Services Professional. In this role, you will assist clients with retirement planning, investment strategies, and life insurance needs while developing business plans and marketing strategies.
Responsibilities
- Develop and implement business and marketing plans
- Prospect for potential clients to discuss their financial needs and concerns
- Present potential solutions using our competitive suite of products and services
- Develop your professional skills and knowledge through the New York Life training curriculum
- Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning
- Management opportunities
Skills
- Ability to Commute: Glendale, CA 91203 (Required)
- Ability to Relocate: Glendale, CA 91203: Relocate before starting work (Required)
Benefits
- W2 and includes full benefits
- Optional licenses are sponsored and paid for by the company
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
- Hybrid remote in Glendale, CA 91203
Company Overview
Company H1B Sponsorship