Company Description
For over 175 years, New York Life Insurance Company has been helping people put love into action with transparency, objectivity, and integrity. Committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation, the company values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, employees can grow both personally and professionally. New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity.
Role Description
This is a Full time hybrid role for a Financial Services Representative. Located in Greater Los Angeles, CA, with some work from home flexibility, the representative will be responsible for advising clients on financial plans, insurance, and investments. Day-to-day tasks include analyzing financial information, providing excellent customer service, and helping clients make informed financial decisions. This role requires effective communication and the ability to build and maintain client relationships.
Qualifications
- Finance, Financial Services, and Investments skills
- Customer Service skills
- Insurance knowledge and skills
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Business, or related field
- Relevant certifications (eg, CFP, ChFC) are a plus
Requirements
- Self Starter
- Coachable
- Trust Worthy
- Success Motivated
- People Person
- Respected by (his/her) family and friends
- Articulate
- Presents themselves well
- Devoted to Personal Growth