Financial Professional

2 weeks ago


Raleigh, United States CareerBuilder Full time

Job Description

Job Description New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds. Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether youre out meeting with clients, working in a new market or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and its the reason why many people enter and stay in the career. Starting any new position takes a lot of time and commitment. This career is no different. Success for anything worthwhile requires focus and dedication. Many of our Financial Professionals work hard because they understand that some of the benefits of this career are a flexible schedule as well as the ability to choose the clients they work with.

What is expected of our Agents?

The ability to understand the needs and financial concerns of clients. Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter. Promote customized ways for clients to achieve their long-term financial goals. Cultivate relationships and help every family member or individual pursue financial security. Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Provide compassion and guidance to clients when unfortunate life circumstances arise. Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.

Make an impact in your community.

As a Financial Professional, youll have the opportunity each day to see how you impact individuals, families, and small businesses for the better. Youll help your clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle. We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poors (AA+); A.M. Best (A++); Moodys (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

About New York Life

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the 2019 Fortune 500 list. New York Life is the Largest Mutual Insurer in the U.S. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moodys Investors Service (Aaa), Standard & Poors (AA+). We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. Weve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means well always be there for our policy owners, and for future generations. New York Life Insurance Company is an equal opportunity employer

M/F/Veteran/Disability/Sexual

Orientation/Gender Identity SMRU 1827565 Exp 7/1/2020
#J-18808-Ljbffr



  • Raleigh, United States Johnathan Williams Full time

    Job DescriptionJob DescriptionEVER CONSIDERED BEING AN INDEPENDENT BUSINESS OWNER?!Then the Northwestern Mutual Financial Advisor Career may be for you! Read below to discover more about our growing company and team!WHY NORTHWESTERN MUTUALAt Northwestern Mutual, we believe all clients deserve a personalized financial plan to help them live their best life,...


  • Raleigh, United States Johnathan Williams Full time

    Job DescriptionJob DescriptionEVER CONSIDERED BEING AN INDEPENDENT BUSINESS OWNER?!Then the Northwestern Mutual Financial Advisor Career may be for you! Read below to discover more about our growing company and team!WHY NORTHWESTERN MUTUALAt Northwestern Mutual, we believe all clients deserve a personalized financial plan to help them live their best life,...


  • Raleigh, United States City of Raleigh North Carolina Full time

    The City of Raleigh is seeking a highly competent, versatile professional to serve as an Assistant Financial Officer. The Assistant Financial Officer performs complex professional level work assisting in planning, organizing, monitoring, and analyzin Officer, Financial, Customer Service, Assistant, Operations, Accounting, Business Services

  • Financial Analyst

    5 days ago


    Raleigh, United States the Ladders Full time

    Salary: $ 130,000.00 We have partnered with a Consulting Engineers for the Utility Industries company in the Raleigh, NC area to provide them with a Senior Financial Analyst. Prioritized Must Have Skills for the Senior Financial Analyst: #1. 10+ years of rate and/or utility experience. #2. Bachelor’s degree in accounting, finance, or mathematics. CPA or...

  • Client Service Associate

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago


    Raleigh, United States Kestra Financial Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...


  • Raleigh, United States Kestra Financial Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...

  • Financial Manager

    Found in: Talent US C2 - 5 days ago


    Raleigh, United States McGriff Insurance Services Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and...

  • Senior Bank Professional

    Found in: Talent US C2 - 2 weeks ago


    Raleigh, United States Global Channel Management, Inc. Full time

    Senior Bank Professional needs 10+ years’ experienceSenior Bank Professional requires: Digital banking Risk management Business analysis Financial analysisWealth management ContractsSenior Bank Professional duties: Perform a current state assessment of Envestnet Build a roadmap for the evolution of Envestnet Advise on our future...


  • Raleigh, United States Synerfac Full time

    Details: Senior Financial Analyst Summary We are seeking a highly skilled and experienced Senior Financial Analyst to join our dynamic finance team. As a Senior Financial Analyst, you will play a crucial role in ensuring the financial health and success of our projects by providing strategic financial insights, analyzing complex data, and contributing to...


  • Raleigh, United States Shaw University Full time

    for a Director of Financial Aid. The Office of Financial Aid has a significant impact on the image, recruitment, and retention imperatives of Shaw University. As the leader of Financial Aid, the Director of Financial Aid provides high-level leadership for a core function of the enrollment management area, and contributes to an improved student experience...


  • Raleigh, United States CareerBuilder Full time

    If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page: for a Director of Financial Aid. The Office of Financial Aid has a significant impact on the image, recruitment, and retention imperatives...


  • Raleigh, United States Applied Research Associates Full time

    **Description** Applied Research Associates (ARA), Inc. has an immediate need for a Financial Analyst with a broad set of skills and experience who is proactive, adaptable and deadline driven to join our Integrated Missions Systems (IMS) sector located in Raleigh, NC. The IMS Financial Planning and Analysis (FP&A) team is a key link between business areas...


  • Raleigh, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

  • Financial Assistance Advisor

    Found in: Talent US C2 - 3 weeks ago


    Raleigh, United States ECPI University Full time

    Overview Financial Assistance Advisor This position will work at ECPI University’s Raleigh, NC campus located at 4101 Doie Cope Rd.,  Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50...


  • Raleigh, United States Cyfle Full time

    About the job Senior Financial Analyst Salary: $ 130,000.00 We have partnered with a Consulting Engineers for the Utility Industries company in the Raleigh, NC area to provide them with a Senior Financial Analyst. Please review the below description and let us know if you are interested. Prioritized Must Have Skills for the Senior Financial Analyst: #1. 10...


  • Raleigh, United States Curi Full time

    Title Senior Financial Accountant Location Remote About Us Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by...


  • Raleigh, United States CAREER FOUNDATIONS, INC. Full time

    Job DescriptionJob DescriptionOur client is seeking a Senior Financial Analyst for a contract opportunity!Job Overview/Summary• Prepare and analyze financial results to provide financial counsel to division leadership• Create and track meaningful KPIs through quantitative analysis that inform business decisions and improvement priorities which maximize...


  • Raleigh, United States CAREER FOUNDATIONS, INC. Full time

    Job DescriptionJob DescriptionOur client is seeking a Senior Financial Analyst for a contract opportunity!Job Overview/Summary• Prepare and analyze financial results to provide financial counsel to division leadership• Create and track meaningful KPIs through quantitative analysis that inform business decisions and improvement priorities which maximize...


  • Raleigh, United States WakeMed Full time

    About WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The Patient Finance...


  • Raleigh, United States WakeMed Full time

    About WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The Finance Business...