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Financial Services Professional

New York Life Insurance Company - Tony Caligaris

Colchester, VT

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Customer Relations, Customer Satisfaction, Customer Support/Service, Customer Training, Dental Insurance, Detail Oriented, Finance, Finance Software, Financial Analysis, Financial Planning, Financial Services, Funding, Futures, Health Insurance, Industry/Trade Analysis, Insurance, Interpersonal Skills, Investment Strategy, Life Insurance, Market Research, Microsoft Office, Needs Assessment, Networking Events, Retirement Planning, Risk Management, Sales, Service Delivery, Staff Development, Training/Teaching, Vision Plan
LOCATION
Colchester, VT
POSTED
30+ days ago
Benefits:
  • Vision insurance
  • Wellness resources
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Donation matching
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development

About the Role:
Join New York Life Insurance Company as a Financial Services Professional in Colchester, VT, and embark on a rewarding career helping clients achieve their financial goals. You'll provide expert guidance and personalized financial solutions while being part of a supportive and dynamic team.



Responsibilities:
  • Develop and maintain strong relationships with clients to understand their financial needs.
  • Provide tailored financial planning and insurance solutions to individuals and businesses.
  • Conduct market research to stay informed about industry trends and competitor offerings.
  • Utilize financial analysis tools to create comprehensive financial plans.
  • Educate clients on investment strategies, retirement planning, and risk management.
  • Collaborate with team members to enhance service delivery and client satisfaction.
  • Attend networking events and community activities to build a strong local presence.
  • Continuously pursue professional development and industry certifications.
Requirements:
  • Related business experience, or Bachelor's degree in finance, business, or a related field preferred.
  • Strong interpersonal and communication skills to build client relationships.
  • Previous experience in sales or financial services is a plus.
  • Ability to obtain necessary licenses (e.g., Life and Health Insurance licenses).
  • Self-motivated with a strong desire to succeed in a commission-based environment.
  • Proficient in financial software and Microsoft Office Suite.
  • Strong analytical skills and attention to detail.
  • Commitment to ongoing professional growth and development.
About Us:
New York Life Insurance Company has been a trusted leader in the insurance and financial services industry for over 175 years. Our commitment to helping clients secure their financial futures has earned us a stellar reputation, while our supportive work environment and focus on employee development make us a great place to build your career.

Flexible work from home options available.

About the Company

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New York Life Insurance Company - Tony Caligaris

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