- Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
- Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Ability to successfully network to prospect new potential clients is a must
- Must have effective relationship management skills
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
-
Line Service Professional
2 weeks ago
Freeman Holdings Group Medford, United StatesOur motto, "We are Ladies and Gentlemen, serving Ladies and Gentlemen," is evident in every interaction with our customers, co-workers, and teammates. We strive to find the best and brightest talent for each position within our organization, enabling the unique qualities of each ...
-
Financial Service Professional
2 weeks ago
New York Life Nassau-Suffolk Region Medford, United StatesJob Description · Job DescriptionOur 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. Grounde ...
-
Food Services Director
2 weeks ago
Medford Rehabilitation & Nursing Center Medford, United States**New Rate ($60,000/k) Annual Salary** · **We offer the following**: · - Premium Compensation · - Great Benefits Package · - Fun, Family-Like Team, and Atmosphere · - Work in a Beautifully Remodeled Office · - Professional Growth & Stability · - Innovative Training Programs · **C ...
-
Investigator I
3 weeks ago
Citizens Medford, United States**Description** · The Investigator I within our Corporate Security division will support the ongoing success of the Investigations function by providing an independent and objective investigations service throughout the organization. · In this role, you will participate in a vari ...
-
Receptionist
2 weeks ago
RegalCare at Glen Ridge Medford, United StatesFull-time Receptionist · **About Us**: RegalCare at Glen Ridge is a leading provider of healthcare services, dedicated to delivering exceptional care to our residents. We pride ourselves on fostering a warm and welcoming environment for both residents and staff. · As a Receptioni ...
-
Companion
3 weeks ago
Senior Helpers - Smithtown Medford, United StatesSenior Helpers is a home care company that is always growing, reputable, and nationally recognized for in-home care and as a "Great Place to Work." At Senior Helpers of Smithtown, we care for our caregivers in a respectful manner and demonstrate camaraderie and recognition so our ...
-
Rn Home Health
3 weeks ago
Ethos Medford, United States_RN Home Health_ · **(this is permanent hire, day-shift/full-time position with excellent full benefits/bonus packages combined with a competitive base salary)** · **Responsibilities**: · - RN's will administer skilled nursing care to patients requiring professional nursing servi ...
-
Director of Housekeeping
2 weeks ago
RegalCare at Courtyard Medford Medford, United States**RegalCare is thrilled to announce the addition of** · **RegalCare at Courtyard at Medford to the family** ( formerly Genesis)** · **Director of Housekeeping** · RegalCare at Courtyard, a leader in healthcare facility management, is seeking a passionate, dedicated, and** **bilin ...
-
Pool Maintenance Technician
3 weeks ago
Aloha Pool & Spa Service Medford, United States**Job/Duties** · We are currently looking for Pool Maintenance Technician to join our team. The technician mainly ensures that water chemistry is balanced by treating water with the proper chemicals, to keep it clean and desirable. As well as vacuuming, skimming, brushing, and ne ...
-
Registered Nurse, Care Management
2 weeks ago
Mass General Brigham Community Physicians Medford, United States**Registered Nurse, Care Management - Medford/Westwood · - Hybrid** · **About Us** · Mass General Brigham Community Physicians (formerly known as Partners Community Physicians Organization) is a member of the Mass General Brigham system, founded by Brigham and Women's Hospital an ...
-
Student Records Coordinator
2 weeks ago
Tufts University Medford, United StatesOverview: · What You'll Do: · The Student Records Coordinator assists the Registrar and the Registrar's officers in all aspects of the regulation and enforcement of academic policy, the management of academic and student-related data, and the overall delivery of essential Registr ...
-
Residential Construction Project Manager
2 weeks ago
Nelson Group Construction Corp Medford, United States**Job Title**: Construction Project Manager · **Company**: Nelson Group · **Location**: Medford, MA · **Responsibilities**: · Develop and maintain a detailed construction schedule, ensuring timely completion of the project. · Oversee all field personnel and subcontractors, ensuri ...
-
Branch Manager
3 weeks ago
Suffolk Credit Union Medford, United States**Join a leader in the credit union industry as a member of Suffolk Credit Union 's Member Services management team** · As a leader in the Credit Union industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the bes ...
-
Maintenance Specialist Ii
3 weeks ago
Atrius Health Medford, United States**Maintenance Specialist II - Medford - FT** · **SUMMARY** · Performs a variety of general maintenance tasks related to the facility infrastructure including minor carpentry, electrical, plumbing and HVAC repairs. Regularly works independently. · **EDUCATION/LICENSES/CERTIFICATIO ...
-
Teller
3 weeks ago
Needham Bank Medford, United StatesJob Summary**:Perform a variety of routine teller duties to include processing transactions, identifying basic potential financial needs and, based on that identification, making referrals to the platform area as appropriate. · **ESSENTIAL DUTIES & RESPONSIBILITIES** · Following ...
-
Market Researcher
2 weeks ago
Agero Medford, United States**About Agero**: · **About The Role**: · Our marketing team works across all of our lines of business as well as with our service provider network to support our clients and their customers with their vehicles. We drive the understanding, awareness and success of our products and ...
-
Residence Manager Opwdd
3 weeks ago
UCP of Long Island Medford, United StatesUCP Long Island is a not for profit agency whose mission is to advance the independence, productivity and full citizenship of persons with cerebral palsy and other disabilities. We are proud of our more than 60 year history in creating opportunities and helping to fulfill the dre ...
-
Front Desk Receptionist
2 weeks ago
Northeast Quartz Inc, Medford, United StatesJob Overview: · 1 year of telephone and computer experience is preferred but not a Must. · Responsibilities include answering telephone calls, helping with the caller's needs, and transferring calls to the appropriate individuals. You will also be receiving and screening visitors ...
-
Tire Technician Part Time
3 weeks ago
BJ's Wholesale Club, Inc. Medford, United States Part timeJoin our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, _235_ clubs and eight distribution centers. BJ's Wholesale Club offers a collaborative and inclusive environment where all team members can learn, grow and be their ...
-
Barback/busser
3 weeks ago
Great American Beer Hall Medford, United StatesFacility Description: · The Great American Beer Hall is a 17,000 square foot tap room-style, American craft brewery · beer hall that will offer a wide array of the most popular craft beers from New England and the · broader United States. Cocktails, wine, and other beverages will ...
Financial Service Professional - Medford, United States - New York Life Nassau-Suffolk Region
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 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
Compensation:$60,000 - $100,000 yearly
Responsibilities:As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender
SMRU # EXP 8/23/23
