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Financial Services Specialist

2 months ago

Melville, New York, United States New York Life Full time
Job Overview

We are seeking a highly skilled and motivated professional to join our team as a Financial Services Specialist. As a key member of our organization, you will be responsible for connecting new, existing, and prospective clients with the insurance program that best meets their individual needs.

Key Responsibilities
  • Client Relationship Management
    • Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions.
    • Assess client priorities and finances to determine suitable insurance plan options.
  • Insurance Product Knowledge
    • Stay up-to-date on various types of insurance policies and their benefits.
    • Communicate complex insurance information to clients in a clear and concise manner.
  • Business Development
    • Prospect and build relationships with new clients to expand our customer base.
    • Identify and pursue new business opportunities to drive growth and revenue.
  • Analytical and Problem-Solving Skills
    • Analyze client data and insurance needs to identify potential risks and opportunities.
    • Develop and implement effective solutions to meet client needs and drive business results.
Requirements
  • Insurance License
    • Candidates must have a valid insurance license to be considered for this role.
  • Industry Knowledge
    • Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations.
  • Technical Skills
    • Basic computer skills and proficiency in Microsoft Office programs.
  • Soft Skills
    • Excellent analytical, interpersonal communication, and customer service skills.
About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We're proud of the training we offer


• Chief Learning Officer: 2023 CLO Learning Elite Gold award

We're proud of our financial strength?

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody's)
  • AA+ Very Strong (Standard & Poor's)