SB Financial Services Manager jobs in Petersburg, VA

Join our team in Petersburg, VA as a motivated and committed Personal Financial Professional at NY LIFE. In this role, you will provide extensive financial advice and support to individuals, families, and business owners, assisting them in achieving both their short-term and long-term financial objectives. As part of our team, you will benefit from the support of a skilled group, gain access to a wide range of financial options, and have the opportunity to earn a competitive salary based on your dedication and performance. Start your journey with us today and become a valued team member in an environment that recognizes your efforts and encourages your progression within the field.

$120,000 - $150,000 yearly

• Develop personalized financial strategies for clients based on their short-term and long-term financial objectives
• Assist clients in creating and managing budgets, researching investment opportunities, and determining optimal saving and investing methods
• Regularly monitor and provide updates on changes in the financial market
• Utilize financial software and tools to identify and recommend suitable investment opportunities
• Maintain accurate and comprehensive records of all client accounts and transactions

• Bachelor's degree in business, finance, or a related field
• 2 years of sales experience
• Excellent communication and interpersonal skills
• US Work Authorization

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA).

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity