Finance Pro: Strategy, Analysis & Impact

New York Life; Princeton (NJ); On-site; USD 105,623 - 129,094; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) and pension plans

Job summary

A leading financial services company is looking for insurance agents to make a lasting impact on families' financial well-being. As part of the team, you'll receive industry-leading training and essential tools to help clients navigate financial challenges. Full-time agents benefit from competitive compensation, including insurance and retirement plans. If you have self-discipline and desire personal growth alongside your clients, this role offers a fulfilling career path with numerous opportunities for success.

Qualifications

• Desire to positively impact the financial well-being of individuals and families.
• Ability to navigate financial challenges.
• Willingness to pursue professional development and obtain industry designations.

Responsibilities

• Help clients prepare for retirement and save for college.
• Drive positive impact through financial advising.

Skills

Self-disciplined

Customer relationship management (CRM)

Communication

Marketing

Job description

A leading financial services company is looking for insurance agents to make a lasting impact on families' financial well-being. As part of the team, you'll receive industry-leading training and essential tools to help clients navigate financial challenges. Full-time agents benefit from competitive compensation, including insurance and retirement plans. If you have self-discipline and desire personal growth alongside your clients, this role offers a fulfilling career path with numerous opportunities for success.