Financial Professional

New York Life Partner | Coaching Compassionate Professionals to Build Operations & Deliver Financial Security

Company Description

For over 180 years, New York Life Insurance Company has been helping people put love into action. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We are committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion.

We invite you to bring your talents here, so we can continue the good to help families and businesses "Be Good at Life."

Role Description

This is a full-time sales role for a Financial Professional at New York Life Insurance Company located in San Jose, CA. The Financial Professional will be responsible for day-to-day tasks related to meeting with prospects/clients, recommending and selling financial solutions, and building, nurturing long term relationships. Strong person's skills and effective communication are crucial in this role.

Qualifications

• Financial Planning and Finance skills
• Strong analytical skills
• Financial Reporting skills
• Attention to detail and accuracy
• Ability to work independently and in a team
• Experience in the insurance or financial services industry is a plus
• Bachelor's degree in Finance, Accounting, Economics, or related field

• Entry level

• Full-time

• Finance and Sales