Company Description
For over 175 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
- Effective communication 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