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New York Life Insurance Company · 1 day ago

Financial Services Representative

NYC Metro Area

Full-time

Onsite

New Grad, Entry Level

New York Life Insurance Company has been helping people put love into action for over 175 years. The Financial Services Representative will provide financial services, manage investments, handle insurance inquiries, and deliver exceptional customer service while building client relationships and offering tailored financial advice.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Providing financial services

Managing investments

Handling insurance inquiries

Delivering exceptional customer service

Financial planning

Building client relationships

Offering tailored financial advice to help clients meet their financial goals

Qualification

FinanceFinancial ServicesCustomer ServiceRelevant CertificationsCommunication SkillsInterpersonal SkillsWillingness to LearnCoachabilityWork IndependentlyWork Collaboratively

Required

Finance and Financial Services skills

Strong Customer Service skills

Excellent communication and interpersonal skills

Ability to work independently and collaboratively

Willingness to learn and be coachable

Preferred

Bachelor's degree in Finance, Business, or related field are a plus

Relevant certifications such as CFP, ChFC, or similar are a plus

Company

New York Life Insurance Company

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

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

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)