Financial Services Specialist

2 weeks ago


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

New York Life is a leading provider of insurance and investment products and services. As a Financial Professional, you will have the opportunity to work with clients to understand their financial needs and concerns, and provide guidance on how to plan ahead for the future.

Key Responsibilities:

Understand the needs and financial concerns of clients
Educate clients on how to plan ahead for the future financially
Promote customized ways for clients to achieve their long-term financial goals
Cultivate relationships and help every family member or individual pursue financial security
Build an insurance and financial practice through establishing professional networks and prospecting for new clients

About New York Life:

New York Life is a mutual company, accountable only to its policy owners. This allows us to focus on delivering lifelong value to our customers. With a long and impressive track record of helping generations of Americans protect their families and attain their financial goals, we are a trusted partner in the financial services industry.

Why Join Us:

As a Financial Professional at New York Life, you will have the opportunity to make a meaningful impact in the lives of our clients. You will be part of a team that is dedicated to helping individuals and families achieve their financial goals, and you will have the support of a company that is committed to excellence and customer satisfaction.

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