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New York Life Insurance Company · 6 days ago

Job Title

New York Life Insurance Company has been a cornerstone of financial security for over 180 years, offering insurance, investments, retirement, and advisory services. They are seeking an individual to engage in client interactions, analyze financial needs, and provide tailored insurance and financial solutions while ensuring high-quality service delivery.

FinanceFinancial ServicesInsurance
Hiring Manager
Robin Reeves
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Responsibilities

Handling client interactions
Analyzing financial needs
Providing tailored insurance and financial solutions
Managing client relationships
Delivering advisory services
Staying updated on industry trends and company offerings

Qualification

Insurance knowledgeFinancial advisory servicesClient relationship managementAnalytical skillsBachelor's degreeLicensesCertificationsCommunication skillsInterpersonal skillsTeam collaborationProblem-solving abilitiesAttention to detail

Required

Strong communication, interpersonal, and client relationship management skills
Knowledge in insurance, investment, and financial advisory services
Analytical and problem-solving abilities with attention to detail
Capability to collaborate effectively with a team and manage multiple priorities
Proficiency in relevant tools and technologies for financial analysis and client management
Bachelor's degree in Finance, Business Administration, Economics, or a related field

Preferred

Licenses or certifications in insurance or financial advisory services are preferred

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.

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Company data provided by crunchbase