John S.
- Role
- Financial Professional at New York Life
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About John S.
As a finance student at Baruch College, I thrive at the intersection of strategy, data…
Experience
Financial Professional
Jun 2025 — Present · New York, NY, US
As a Financial Professional Intern, I assist individuals, families, and business owners in developing tailored financial strategies that focus on protection, wealth accumulation, and retirement planning. I\'m developing key skills in client relationship management, insurance planning, and consultative sales through hands-on mentorship and training- Conducted needs-based financial analysis to recommend personalized insurance and investment solutions- Collaborated with senior agents to build long-term financial roadmaps aligned with client goals- Gained working knowledge of life insurance, annuities, and retirement products- Honed communication and sales skills through client outreach and prospecting- Participated in ongoing workshops on ethics, compliance, and product trainingThis experience is helping me build a purpose-driven foundation in financial services, grounded in trust, strategy, and long-term impact.
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