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Financial Services Professional

New York Life

This is a Full-time position in Spokane, WA posted November 21, 2021.

Assist our clients with industry leading products that will help them secure their assets and protect their loved ones.

Your unique skills will be instrumental in aiding clients with proper wealth and asset management, developing financial solutions and determining specific insurance needs.

Just as you help our customers, we’ll commit ourselves to helping you find a rewarding career that utilizes all your current skills while supplying you with new ones in a supportive work environment.

Job Responsibilities
Assist new and current clients when necessary to discuss or update their current income, insurance needs, tax bracket, financial risk management and financial goals to provide them with tailored financial advice.
Anticipate and answer client questions in terms that are easy to understand, providing the client with the proper resources for supplemental information.
Make recommendations as needed on investments, financial strategies, proper cash management and insurance policies.
Review client financial accounts and plans annually to ensure current client plans accurately reflect life changes, concerns, income adjustments and any other shifts or circumstances that might impact the client’s financial plans, insurance needs or investments.
Undergo continuing training and education provided by New York Life
Remain current on latest marketing trends and performance to make sure client plans are adequate and responsive, suggesting changes and actions as necessary.

Job Skills & Qualifications
Entrepreneurial Spirit
Positive Outlook
Able to work in a positive work environment and culture
Strong and proven interpersonal and client-retention skills

Sales Aptitude
Proven history of personal and professional success
Strong, independent drive for success
raining and education to remain up-to-date on the latest investment plans, financial practices, financial trends and state/local/federal regulations and laws.
Only local applicants will be considered for this role.

Job Type: Full-time

Pay: $60,000.00
– $125,000.00 per year

Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Parental leave
Retirement plan
Tuition reimbursement
Vision insurance
Physical Setting:
8 hour shift
Monday to Friday
Supplemental Pay:
Bonus pay
Commission pay
Work Location:
Multiple locations
Work Remotely:
Temporarily due to COVID-19
Work Location: Multiple Locations

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