Financial Service Professional

The Financial Professional position is a client-based role where you run a business, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded.

Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision‑making. If this sounds like you, apply today!

• Passion to help people
• Integrity
• Attitude for success
• Enthusiasm
• Self‑discipline
• Resilience
• Goal‑Oriented
• Coachable

• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims

• High school diploma or equivalent required;
  Bachelor’s degree preferred
• Candidates with an active Life & Health insurance license are strongly preferred
• Strong interpersonal and communication skills are a must
• Prior health insurance or life insurance experience a bonus
• Familiarity with the Microsoft Office suite

$75,000 – $105,000 per year