Field-Based Financial Professional | Flexible Schedule

New-York-Life; Atlanta (GA); On-site; USD 60,000 - 120,000; Full time

Job summary

New York Life Insurance Company in Atlanta seeks a Financial Professional to meet with clients, assess their financial needs, and tailor insurance and investment solutions. You’ll educate clients on planning for retirement, college funding, and unexpected life events while building a personal practice through networking.

This role emphasizes flexible scheduling and the opportunity to develop long-term client relationships in the community.

Responsibilities

• Understand clients' financial needs and goals.
• Educate clients on retirement, college funding, and protections.
• Promote customized strategies to reach long-term goals.
• Build relationships and network to grow the practice.
• Provide guidance during life events with empathy.
• Develop long-term client bonds to foster trust.

Job description

New York Life Insurance Company in Atlanta seeks a Financial Professional to meet with clients, assess their financial needs, and tailor insurance and investment solutions. You’ll educate clients on planning for retirement, college funding, and unexpected life events while building a personal practice through networking.

This role emphasizes flexible scheduling and the opportunity to develop long-term client relationships in the community.