Financial Services Representative jobs in United States
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New York Life Insurance Company · 5 months ago

Financial Services Representative

New York Life Insurance Company has been helping people put love into action for over 179 years. The Financial Services Representative role involves delivering exceptional client experiences, providing financial guidance, and advising on investment solutions to help clients achieve their financial goals.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote
Hiring Manager
Bradford Acorn
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Responsibilities

Deliver exceptional client experiences
Provide financial guidance
Advise on investment solutions and protection opportunities
Build long-term relationships with individuals, families, and small businesses

Qualification

Financial guidanceInvestment solutionsClient relationship managementMentorshipCollaboration

Required

Driven, people-first leaders
Grit
Coachability
Heart to help others thrive

Benefits

Comprehensive Benefits : Medical, Dental, Vision & more
Retirement Security : Multiple 401(k) options + Pension Plan

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Craig DeSanto
CEO
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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Company data provided by crunchbase