Insurance and Investment Professional
3 days ago
Overview of New York Life
">New York Life is among the top financial companies in America today, ranking #71 on the Fortune 100 list. With a strong reputation for prudent financial management and impeccable service, we offer a wide range of financial products and services, including life insurance, annuities, and mutual funds.
">Job Responsibilities
">As a financial professional at New York Life, your primary responsibilities will include:
">- ">
- Developing strong relationships with clients">
- Helping clients achieve their long-term financial goals">
- Building your practice over time">
- Working independently and as part of a team">
- Staying up-to-date with industry developments and trends">
Requirements and Qualifications
">To be successful in this role, you should possess the following skills and qualifications:
">- ">
- Highly motivated and self-disciplined individual">
- Excellent communication and interpersonal skills">
- Ability to work effectively independently and as part of a team">
- Strong analytical and problem-solving skills">
- Continuous learning and professional development">
Compensation and Benefits
">Our compensation package includes:
">- ">
- Estimated salary: $80,000 - $120,000 per year">
- Competitive benefits package">
- Quality training programs">
- Dedicated teams to support our financial professionals">
-
Insurance and Investment Specialist
3 days ago
Raleigh, North Carolina, United States New York Life Full timeNew York Life Insurance Company offers a unique opportunity for experienced financial professionals to build a successful career in the industry. As an Insurance and Investment Specialist, you will be responsible for developing and implementing comprehensive financial strategies for clients to meet their retirement, investment, and estate planning needs....
-
Insurance and Investment Expert
2 days ago
Raleigh, North Carolina, United States New York Life Full timeNew York Life Insurance Company is a leader in the financial services industry, offering a wide range of insurance and investment products to help individuals and families achieve their long-term financial objectives.About the JobThis role involves working closely with clients to understand their financial needs and developing personalized recommendations on...
-
Insurance Professional
2 days ago
Raleigh, North Carolina, United States Craig Insurance Group Full timeJob OverviewWe are seeking an experienced Insurance Professional to manage client communications, nurture key relationships, and ensure seamless policy administration. This role is ideal for a highly motivated individual with a strong background in insurance and excellent customer service skills.Key Responsibilities:Consult with clients regarding renewals,...
-
Insurance Professional
7 days ago
Raleigh, North Carolina, United States Craig Insurance Group Full timeJob SummaryAs a highly motivated and organized Insurance Agent/Account Manager, you will play a critical role in managing client communications, nurturing key relationships, and ensuring seamless policy management. This is an excellent opportunity to build on your experience and take on important account management responsibilities during this period of high...
-
Investment Specialist
7 days ago
Raleigh, North Carolina, United States Pathway Capital Management Full timeWe are seeking a skilled Investment Closing Specialist to join our team at Pathway Capital Management. This is an excellent opportunity for a detail-oriented individual with strong analytical skills and experience in accounting operations.Job OverviewIn this role, you will be responsible for performing financial calculations, evaluating variances, and...
-
Insurance Professional
4 weeks ago
Raleigh, North Carolina, United States Correll Insurance Group Full timeAbout the RoleAt Correll Insurance Group, we are seeking a highly skilled and motivated Personal Lines Account Manager to join our team. As an Insurance Professional - Client Success Specialist, you will play a vital role in providing exceptional customer service and support to our clients.
-
Risk Management and Insurance Advisor
3 days ago
Raleigh, North Carolina, United States Oakbridge Insurance Agency LLC Full timeJob Description:Oakbridge Insurance Agency LLC is seeking an experienced Insurance Account Manager to join our team. In this role, you will be responsible for managing existing accounts, developing new business, and providing exceptional customer service to our clients. This role involves developing and maintaining client relationships, managing new and...
-
Investment Closure Manager
5 days ago
Raleigh, North Carolina, United States Pathway Capital Management Full timeAbout Pathway Capital ManagementPathway Capital Management, LP is a leading institutional investment management firm that creates and manages specialized private markets solutions for institutional investors worldwide.We are seeking a highly skilled Investment Closing Specialist to join our team. This position is fully remote for Southern California...
-
Investment Closing Associate
5 days ago
Raleigh, North Carolina, United States Pathway Capital Management Full timeJob Title: Investment Closing AssociateWe are seeking an experienced Investment Closing Associate to join our team at Pathway Capital Management, LP. As a key member of our investment operations group, you will be responsible for performing financial calculations, evaluating variances, and coordinating with internal teams to ensure timely funding and closing...
-
Investment Fund Accountant
5 days ago
Raleigh, North Carolina, United States Jobot Full timeJoin Our Team as an Investment Fund AccountantCompany Overview:Jobot is a leader in fund management, offering a unique blend of traditional and hybrid services. We are dedicated to providing exceptional customer service and creating a collaborative work environment that fosters growth and innovation. Our core values include trust, innovation, and a...
-
Strategic Investment Consultant
4 weeks ago
Raleigh, North Carolina, United States First Citizens Bank Full timeOverview:We are seeking a skilled Strategic Investment Consultant to join our team at First Citizens Bank. This role involves working closely with Premier Bankers and branch partners to meet the investment needs of our clients.Based on industry standards, this position is expected to earn an estimated annual salary of $85,000 - $110,000, depending on...
-
Investment Operations Executive
5 days ago
Raleigh, North Carolina, United States Tiverton Advisors Full timeJob DescriptionTiverton Advisors is seeking a seasoned professional to fill the role of Vice President, Portfolio Operations.The ideal candidate will possess a strong background in strategic finance, financial management, or consulting, with a proven track record of driving business growth and success through strategic planning and...
-
Business Development Advisor
2 weeks ago
Raleigh, North Carolina, United States Coastal Credit Union Full timeAbout the PositionWe are looking for a skilled Business Development Advisor to join our team at Coastal Credit Union. As a Business Development Advisor, you will be responsible for identifying and pursuing new business opportunities, building relationships with existing clients, and providing exceptional customer service.Salary Estimate: $60,000 - $80,000...
-
Life Insurance Sales Professional
2 weeks ago
Raleigh, North Carolina, United States Tubre Family Financial Full timeWhat We OfferUnlimited Earning Potential: Commission-only structure with no caps.No Cold Calling: We have qualified leads that requested information and are TCPA compliant.Work-Life Balance: Enjoy the flexibility to prioritize your family and personal life.Agency Ownership Program: Opportunity to build your own agency and lead a team.Leadership Development:...
-
Insurance Business Development Specialist
5 days ago
Raleigh, North Carolina, United States New York Life Full timeWhy Join Us?We are committed to investing in our employees and providing them with the tools and resources they need to succeed. Our training program includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations.Digital Tools and ResourcesExperts on...
-
Insurance Sales Professional
3 days ago
Raleigh, North Carolina, United States Universal Benefits Marketing Firm, Full timeAbout the JobWe are looking for a highly motivated and successful Insurance Sales Professional to join our team at Universal Benefits Marketing Firm. As an Insurance Sales Professional, you will be responsible for developing and maintaining relationships with clients, providing them with personalized insurance solutions, and helping them achieve their...
-
Strategic Investment Assistant
2 weeks ago
Raleigh, North Carolina, United States North Carolina State University Full timeStrategic Investment OpportunitiesWe are seeking a detail-oriented and communicative Administrative Coordinator to support the unit's mission of shaping NC State University's physical campus through strategic planning, master planning, capital projects planning, infrastructure planning, sustainability, and facilities information management.The successful...
-
Senior Title Insurance Specialist
4 weeks ago
Raleigh, North Carolina, United States Investors Title Insurance Company Full timeAre you passionate about providing top-notch customer service and working in a fast-paced environment? We are seeking a skilled Title Insurance Underwriter to join our team at Investors Title Insurance Company!About the Role:We are offering an estimated salary of $60,000 - $80,000 per year, based on location and experience.This position is perfect for...
-
Life Insurance Professional
7 days ago
Raleigh, North Carolina, United States Universal Benefits Marketing Firm, Full timeAbout the RoleThis is an exciting opportunity for a skilled Life Insurance Professional to join our team and take on a challenging role that requires strong communication skills, strategic thinking, and a results-driven approach.In this role, you will be responsible for conducting insurance sales presentations, developing and maintaining customer...
-
Insurance Industry Professional
2 weeks ago
Raleigh, North Carolina, United States Genius Talent Full timeJob Summary:We are seeking an experienced Insurance Industry Professional to join our team at Genius Talent. This role involves providing exceptional customer service, ensuring overall client satisfaction, and maintaining a deep understanding of personal lines insurance products.Key Responsibilities:Deliver outstanding customer service, addressing inquiries...