4,559 Prudential Financial jobs in the United States
Financial Services Analyst, Financial Services - Sales Assistant
Posted 9 days ago
Job Viewed
Job Description
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
Sales Assistant
This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.
Key Responsibilities:
•Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
•Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
•Project Management: To initiate, execute, communicate and document projects as needed
•May act as a liaison to other departments where follow-up will be required to meet customers needs
•Assists in identifying process improvement opportunities
•Engages, inspires, educates and mentors, new hires and incumbents
•Collaborates with other areas to identify, analyze, and improve processes
•Inputs and tracks into the appropriate databases
Supervisory Responsibilities:
This job does not have supervisory duties.
Education and Experience:
•High School Diploma or GED (Preferred)
•0-2 years experience (Preferred)
•In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
Certificates, Licenses, Registrations:
•Property & Casualty License (Preferred)
•SIE Exam and Series 6 and 63 Licenses (Preferred)
Functional Skills:
•Advanced product knowledge and insurance regulations knowledge
•Excellent working knowledge of Allstate s systems required to perform the role
•Ability to sell and service policies (based on requirements of the department)
•Ability to diffuse customers and agents
•Excellent working knowledge of billing concepts and Allstate s billing systems
•Effective oral and written communication skills
•Intermediate problem-solving skills
•Ability to adjust schedule according to business need
This is a hybrid role where candidates are required to into the Boise Regional office twice a week.
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.
Job Description
Key Responsibilities:
- Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
- Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
- Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
- Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
- Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
- Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
- Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
- Compiles management information such as contract and sold case activity as needed by internal management.
- Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
- Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
- Helps with research for written responses to Nationwide formal complaints.
- Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Unit Manager.
Typical Skills and Experiences:
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.
Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Financial Services Representative
Posted 22 days ago
Job Viewed
Job Description
Financial Services Representative
Repost Job Date: 3/6/2025 6:02:52 PM
Location: PORTLAND, OR, 97223
Salary: $55000.0 - $000.0/year
Experience: 1 Year(s)
Benefits:
- Base Salary plus Commission
- SIMPLE IRA retirement match up to 3%
- PTO: 3 weeks every year with unlimited carryover
- 2k raise to base salary every 4-6 months for meeting a high level of production
- Valuable experience
- Health insurance
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
- - if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
- Bachelor's degree in finance, economics, accounting, or a related field preferred.
- Must be able to obtain relevant licenses.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas preferred.
- FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
PM24
PIcbe39e2d4361-34600-36893171
Financial Services Professional
Posted today
Job Viewed
Job Description
Financial Services Professional
We are expanding in multiple states in North America! You can work remotely – Part-time or Full-time!
Overview:
We are seeking to train part-time or full-time financial services professionals with different levels to help our expansion in multiple states in North America. Our mission is to educate families and business owners with important financial concepts and customize a financial or retirement game plan for them. We do middle marketing for over 150 financial, insurance and investment companies.
You have the flexibility to start this career on a full-time, part-time or even referral basis, so you DO NOT need to quit your existing career. No experience is necessary because we provide world class training. NO monthly quota required! You will succeed faster if you enjoy working with people and numbers or if you had experience in this industry.
We run our agency under the umbrella of 2 companies - Transamerica and World Financial Group. We work with them, but we do not work for them. They provide an amazing business platform for us so we can run our business independently in the US and Canada. Because of this amazing partnership, we are authorized to represent over 150 insurance, financial and investment companies.
Qualifications:
- Minimum 21 years of age
- Legal U.S. resident or work permit with SSN
-
Able to complete licensing requirements within 30 – 60 days
-
Trustworthy with high integrity
-
Positive mindset and good work ethic
-
Willing to learn sales techniques. Prior experience in sales is a plus
-
Interested in getting into a leadership role (optional)
-
Decent people skill and communication skill
Preferred Qualities:
- You believe in the importance of financial education
- You have an entrepreneurial spirit
- You are constantly looking for personal growth
- You are goal-oriented
- You can work independently and also work well as a team player
- You are a problem solver
Our Income Model:
- Performance based commission only. You will make lucrative income with no ceiling, depending on your skill level: ranging from $500 to $20,000 or more per client
- Residual or renewal income per client’s contract on certain products, paid annually
- Passive income for agency development (optional)
- Full business ownership - You can pass down your book of business to your next generation
- Bonuses if you meet minimum production when you reach senior levels
- Travel incentives for top performers
If you are willing to learn new skills and work hard, based on our track record, the right candidates have the potential to make lucrative income quickly even on a part-time basis. So, if you are looking to start a part-time career or make a transition into a new career full time in one of the fastest growing industries, we are looking for you!
Do NOT apply if you are looking for a work visa.
Do NOT apply if you live outside the U.S.
Financial Services Professional
Posted 1 day ago
Job Viewed
Job Description
Financial Services Professional
We are expanding in multiple states in North America! You can work remotely – Part-time or Full-time!
Overview:
We are seeking to train part-time or full-time financial services professionals with different levels to help our expansion in multiple states in North America. Our mission is to educate families and business owners with important financial concepts and customize a financial or retirement game plan for them. We do middle marketing for over 150 financial, insurance and investment companies.
You have the flexibility to start this career on a full-time, part-time or even referral basis, so you DO NOT need to quit your existing career. No experience is necessary because we provide world class training. NO monthly quota required! You will succeed faster if you enjoy working with people and numbers or if you had experience in this industry.
We run our agency under the umbrella of 2 companies - Transamerica and World Financial Group. We work with them, but we do not work for them. They provide an amazing business platform for us so we can run our business independently in the US and Canada. Because of this amazing partnership, we are authorized to represent over 150 insurance, financial and investment companies.
Qualifications:
- Minimum 21 years of age
- Legal U.S. resident or work permit with SSN
-
Able to complete licensing requirements within 30 – 60 days
-
Trustworthy with high integrity
-
Positive mindset and good work ethic
-
Willing to learn sales techniques. Prior experience in sales is a plus
-
Interested in getting into a leadership role (optional)
-
Decent people skill and communication skill
Preferred Qualities:
- You believe in the importance of financial education
- You have an entrepreneurial spirit
- You are constantly looking for personal growth
- You are goal-oriented
- You can work independently and also work well as a team player
- You are a problem solver
Our Income Model:
- Performance based commission only. You will make lucrative income with no ceiling, depending on your skill level: ranging from $500 to $20,000 or more per client
- Residual or renewal income per client’s contract on certain products, paid annually
- Passive income for agency development (optional)
- Full business ownership - You can pass down your book of business to your next generation
- Bonuses if you meet minimum production when you reach senior levels
- Travel incentives for top performers
If you are willing to learn new skills and work hard, based on our track record, the right candidates have the potential to make lucrative income quickly even on a part-time basis. So, if you are looking to start a part-time career or make a transition into a new career full time in one of the fastest growing industries, we are looking for you!
Do NOT apply if you are looking for a work visa.
Do NOT apply if you live outside the U.S.
Financial Services Professional
Posted 1 day ago
Job Viewed
Job Description
Financial Services Professional
We are expanding in multiple states in North America! You can work remotely – Part-time or Full-time!
Overview:
We are seeking to train part-time or full-time financial services professionals with different levels to help our expansion in multiple states in North America. Our mission is to educate families and business owners with important financial concepts and customize a financial or retirement game plan for them. We do middle marketing for over 150 financial, insurance and investment companies.
You have the flexibility to start this career on a full-time, part-time or even referral basis, so you DO NOT need to quit your existing career. No experience is necessary because we provide world class training. NO monthly quota required! You will succeed faster if you enjoy working with people and numbers or if you had experience in this industry.
We run our agency under the umbrella of 2 companies - Transamerica and World Financial Group. We work with them, but we do not work for them. They provide an amazing business platform for us so we can run our business independently in the US and Canada. Because of this amazing partnership, we are authorized to represent over 150 insurance, financial and investment companies.
Qualifications:
- Minimum 21 years of age
- Legal U.S. resident or work permit with SSN
-
Able to complete licensing requirements within 30 – 60 days
-
Trustworthy with high integrity
-
Positive mindset and good work ethic
-
Willing to learn sales techniques. Prior experience in sales is a plus
-
Interested in getting into a leadership role (optional)
-
Decent people skill and communication skill
Preferred Qualities:
- You believe in the importance of financial education
- You have an entrepreneurial spirit
- You are constantly looking for personal growth
- You are goal-oriented
- You can work independently and also work well as a team player
- You are a problem solver
Our Income Model:
- Performance based commission only. You will make lucrative income with no ceiling, depending on your skill level: ranging from $500 to $20,000 or more per client
- Residual or renewal income per client’s contract on certain products, paid annually
- Passive income for agency development (optional)
- Full business ownership - You can pass down your book of business to your next generation
- Bonuses if you meet minimum production when you reach senior levels
- Travel incentives for top performers
If you are willing to learn new skills and work hard, based on our track record, the right candidates have the potential to make lucrative income quickly even on a part-time basis. So, if you are looking to start a part-time career or make a transition into a new career full time in one of the fastest growing industries, we are looking for you!
Do NOT apply if you are looking for a work visa.
Do NOT apply if you live outside the U.S.
Financial Services Professional
Posted 1 day ago
Job Viewed
Job Description
Financial Services Professional
We are expanding in multiple states in North America! You can work remotely – Part-time or Full-time!
Overview:
We are seeking to train part-time or full-time financial services professionals with different levels to help our expansion in multiple states in North America. Our mission is to educate families and business owners with important financial concepts and customize a financial or retirement game plan for them. We do middle marketing for over 150 financial, insurance and investment companies.
You have the flexibility to start this career on a full-time, part-time or even referral basis, so you DO NOT need to quit your existing career. No experience is necessary because we provide world class training. NO monthly quota required! You will succeed faster if you enjoy working with people and numbers or if you had experience in this industry.
We run our agency under the umbrella of 2 companies - Transamerica and World Financial Group. We work with them, but we do not work for them. They provide an amazing business platform for us so we can run our business independently in the US and Canada. Because of this amazing partnership, we are authorized to represent over 150 insurance, financial and investment companies.
Qualifications:
- Minimum 21 years of age
- Legal U.S. resident or work permit with SSN
-
Able to complete licensing requirements within 30 – 60 days
-
Trustworthy with high integrity
-
Positive mindset and good work ethic
-
Willing to learn sales techniques. Prior experience in sales is a plus
-
Interested in getting into a leadership role (optional)
-
Decent people skill and communication skill
Preferred Qualities:
- You believe in the importance of financial education
- You have an entrepreneurial spirit
- You are constantly looking for personal growth
- You are goal-oriented
- You can work independently and also work well as a team player
- You are a problem solver
Our Income Model:
- Performance based commission only. You will make lucrative income with no ceiling, depending on your skill level: ranging from $500 to $20,000 or more per client
- Residual or renewal income per client’s contract on certain products, paid annually
- Passive income for agency development (optional)
- Full business ownership - You can pass down your book of business to your next generation
- Bonuses if you meet minimum production when you reach senior levels
- Travel incentives for top performers
If you are willing to learn new skills and work hard, based on our track record, the right candidates have the potential to make lucrative income quickly even on a part-time basis. So, if you are looking to start a part-time career or make a transition into a new career full time in one of the fastest growing industries, we are looking for you!
Do NOT apply if you are looking for a work visa.
Do NOT apply if you live outside the U.S.
Consultant - Financial Services
Posted 2 days ago
Job Viewed
Job Description
Join to apply for the Consultant - Financial Services role at Infosys 4 days ago Be among the first 25 applicants Join to apply for the Consultant - Financial Services role at Infosys Infosys Consulting – What We Do We are a leader in advisory services for many of the world’s best-known names in Financial Services. We combine innovative and human centric approaches with the latest technological breakthroughs to help large organizations drive a complex change agenda. We do this through our highly talented, industry-focused consultants, who bring deep domain expertise to senior business leaders across all our engagements. Our customized programs address key challenges and opportunities most impacting the C-suite. Job Description Infosys Consulting – What We Do We are a leader in advisory services for many of the world’s best-known names in Financial Services. We combine innovative and human centric approaches with the latest technological breakthroughs to help large organizations drive a complex change agenda. We do this through our highly talented, industry-focused consultants, who bring deep domain expertise to senior business leaders across all our engagements. Our customized programs address key challenges and opportunities most impacting the C-suite. The Role – What You’ll Do As a Consultant, you will work on strategic programs tackling complex, industry-specific challenges, while further deepening knowledge in your area of specialization. You will independently deliver high quality solutions and actively build key client relationships. You will work with the top Fortune 500 Financial Institutions to envision new products, define domain blueprints and roadmaps, redefine experiences and processes, monetize data, modernize payments infrastructure, and drive innovation. You will have the opportunity to develop and leverage your industry experiences and relationships to bring innovative ideas and insightful perspectives to life and become established as a thought leader in the industry. Basic Qualifications The ideal candidate will have a minimum of 3 years’ experience in the Financial Services industry. This is for business consulting unit in Infosys, we do the “tip-of-the-spear” work. It includes, strategy, enterprise architecture, products and services envisioning and target state architecture blueprinting as primary activity areas. Since Infosys is IT services provider as well, the job requires people to take up roles as lead BA / Functional consultant/Functional Program Manager in technology delivery in transformation program based on the projects we win. The consultants will also have to take a bottom-line for firm building activities as well. The amount of effort varies based on job level. This includes, developing consulting collaterals, writing thought papers, and extensively take part in pre-sales efforts We expect people to be problem solvers and analytical thinkers and bring out innovative solution idea besides all or many of the above experiences Good experience of at least 1 to 3 cycles of implementing transaction banking solutions covering all or many of these Global cash and liquidity solutions, Virtual accounts, Target balancing and notional pooling, Accounts payables and receivables. Customer Treasury products (hedging forward contracts, structured products etc.,), Payment’s solutions that support transaction banking or Ledgers for transaction banking products. At least 1 to 3 full cycles of consulting or solution implementation experience in a commercial bank/SI/or a Fintech MBA could be waived if they have post graduate qualification Preferred Qualifications Hands-on experience working on and delivering business/product transformation initiatives in banking Working knowledge of Design Thinking 3+ years of experience either in management consulting or directly at Banks, Banking Product Vendors and Fintechs. Any industry certifications would be an advantage MBA or equivalent advanced degree For transaction banking payments, we expect people have decent knowledge of payments processing in electronic clearing covering WIRES, ACH and cross border. Knowledge of card networks and the processes would be important. Payments area is a techno-functional in nature and we expect consultants to appreciate architecture and should be at easy working with development /engineering teams. Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. General Information This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee. Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits:- Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness , Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off About Us Infosys Consulting is the global management and technology consulting practice of Infosys, a global leader in technology services and consulting. We combine the power of time-tested methodologies, people-driven innovation and disruptive technology to enable leaders of the world’s top brands pursue a path of smart transformation. Together with our clients, internal and external partners, we co-create and execute pragmatic strategies and solutions that transform organizations and define the future of business. Our dynamically growing consultancy offers our consultants: Ability to design and implement end-to-end solutions at scale A flat organization structure with direct access to our senior-most leaders An entrepreneurial environment full of bright, highly motivated consultants Opportunities for motivated consultants to impact local communities The ability to design your career and drive your professional learning and development A truly global culture Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem. Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Infosys by 2x Get notified about new Financial Services Consultant jobs in Atlanta, GA . Atlanta, GA $60,000.00-$00,000.00 2 weeks ago Senior Associate - Special Situations (Atlanta) Atlanta, GA 60,000.00- 81,200.00 2 weeks ago Atlanta, GA 126,820.00- 164,120.00 4 days ago Financial Planning Consultant (Atlanta, GA) Atlanta, GA 110,000.00- 175,000.00 4 days ago Alpharetta, GA 90,000.00- 120,000.00 2 weeks ago Atlanta, GA 65,000.00- 100,000.00 1 day ago Financial Advisor (Career Changers Welcome!) 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Financial Services Professional
Posted 2 days ago
Job Viewed
Job Description
Financial Professional The Financial Professional position is a client-based role where you are in business for yourself, but not by yourself. As a Financial Professional with New York Life, you will guide individuals, families, and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Desired Skills and Experience 4-year College Degree Candidate must be an accomplished communicator with strong verbal and written skills Prior sales and/or business experience preferred Entrepreneurial mindset Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment. Training, Development & Benefits Our new, blended training and development program is designed to work with your schedule, and in this role, that flexibility can make all the difference. The multifaceted system includes: In conjunction with in-office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want! You can read in full about all benefits 1 for our Financial Professional role here: We have Fast Track to Management opportunities for qualified professionals once established in the career. About Us As a mutual company, devotion to its policy owners has led New York Life for over 170 years of industry success. Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients #69 on Fortune 100 in 2018 Most MDRT 2 members in any United States Mutual company 2018 Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A+); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18 New York Life Insurance Company EOE M/F/D/V/SO SMRU 1799493 7/1/19 1 Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. 2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2018 #J-18808-Ljbffr
Financial Services Professional
Posted 2 days ago
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New York Life - Rob Ward • Providence , RI , US Posted 6 days ago Description Our 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 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. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A+), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Responsibilities Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Qualifications Strong relationship management skills and/or experience required Must have the ability to successfully network and prospect for new clients Must possess uncompromising integrity and the ability to communicate complex ideas Compensation $125,000+ About New York Life - Rob Ward Our 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 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. #J-18808-Ljbffr
Financial Services Professional
Posted 2 days ago
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Posted 12 days ago Description TOP NOTCH training provided/ Will only consider HAWAII-based applicants. Our 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 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. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A+), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see 401(k) Financial planning services Health insurance Paid time off Paid training We are only accepting applicants located in Hawaii, unless you plan to relocate to Hawaii. All other applicants will not be considered. Responsibilities Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Qualifications Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required Must have the ability to successfully network and prospect for new clients Relationship management skills are required Compensation $95,000 - $115,000 yearly About New York Life- Gerilyn Bertoli Join a Legacy of Service in Hawaii – 145 Years Strong For over 145 years, we’ve proudly served the State of Hawaii, empowering individuals, families, and communities to achieve financial security and peace of mind. As a Fortune 100 company with the highest financial strength ratings of any U.S. insurer, we offer the stability and resources you need to build a meaningful and successful career. We're seeking purpose-driven, entrepreneurial professionals who are passionate about making a difference in their local community. With our industry-leading training programs and unwavering commitment to your growth, you'll have the support and tools necessary to thrive in a dynamic financial services career. Make an impact. Build your future. Serve your community. #J-18808-Ljbffr