Financial Services Representative jobs in United States
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New York Life Insurance Company · 4 hours ago

Financial Services Representative

New York Life Insurance Company has been a leader in the financial services industry for over 179 years, dedicated to helping individuals and families achieve their financial goals. The Financial Services Representative role focuses on delivering exceptional client experiences, providing financial guidance, and building long-term relationships with clients to empower them in their financial journeys.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Deliver exceptional client experiences
Provide financial guidance
Advise on investment solutions and protection opportunities
Build long-term relationships that empower individuals, families, and small businesses to achieve their financial goals

Qualification

Financial guidanceClient relationship managementInvestment solutionsMentorshipCommunication skills

Required

No financial background required
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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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