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Financial Professional

2 months ago


Bridgwater, Somerset, United Kingdom New York Life Full time
About the Role

We are seeking a highly skilled Financial Professional to join our team at New York Life. As a Financial Professional, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and small businesses by helping them navigate complex financial challenges.

Key Responsibilities
  • Understand the financial needs and concerns of clients and provide personalized solutions to help them achieve their long-term goals.
  • Educate clients on how to plan ahead for the future and prepare for unexpected life events.
  • Promote customized insurance and financial products to help clients achieve their financial objectives.
  • Cultivate strong relationships with clients and help them pursue financial security.
  • Build a professional network and prospect for new clients to grow your insurance and financial practice.
  • Provide compassionate guidance to clients during times of need.
About New York Life

New York Life is a mutual company that is accountable only to our policy owners. We are committed to delivering lifelong value to our customers and have a long history of helping generations of Americans protect their families and achieve their financial goals.

We are a Fortune 100 company and have been recognized for our financial strength and stability. Our commitment to our policy owners and our community is unwavering, and we are proud to be a leader in the insurance and financial services industry.

We are an equal opportunity employer and welcome applications from diverse candidates.