What are the responsibilities and job description for the Online Financial Professional position at New York Life, Coelho Group - Bridgewater?
Career Description:
Financial Professionals assist clients in attaining their financial objectives through strategic planning and comprehensive services offered via New York Life, Eagle Strategies, and NYLIFE Securities. With a focus on prudent financial management, high-quality products, and exceptional service, our Financial Professionals help clients develop tailored long-term financial strategies that may encompass risk management, retirement planning, education funding, business planning, employee benefits, special needs planning, and legacy and estate planning.
Key Responsibilities
- Develop and execute client-focused financial plans.
- Provide expert guidance on investment, insurance, and wealth management solutions.
- Maintain ongoing relationships with clients to ensure satisfaction and continued growth.
Professional Development Opportunities
New York Life offers a structured two-year training program, marketing support, prospecting assistance, and technical expertise to foster your professional growth. Our mentoring programs pair you with successful agents and managers who provide valuable guidance and support. You will enjoy the autonomy to run your own practice while benefiting from the resources and support of a Fortune 100 company.
Requirements
- Demonstrate a strong entrepreneurial spirit and willingness to invest time and energy into career development.
- Exhibit uncompromising integrity and effective communication skills.
- Possess a passion for helping others achieve their financial goals.
