Financial Services Specialist

2 weeks ago


Greenville, South Carolina, United States New York Life Full time
About the Role

We are seeking a highly skilled and motivated Financial Professional to join our team at New York Life Insurance Company. As a Financial Professional, you will have the opportunity to work with clients to understand their financial needs and concerns, and provide customized solutions to help them achieve their long-term financial goals.

Key Responsibilities
  • Understand the needs and financial concerns of clients
  • Educate clients on how to plan ahead for the future financially
  • 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
About New York Life

New York Life Insurance Company is a mutual company, accountable only to our policy owners. 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. We have been in business for over 174 years and are a Fortune 100 company, ranked No. 71 on the 2019 Fortune 500 list. We are the Largest Mutual Insurer in the U.S. and have the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies.

We are committed to helping generations of Americans protect their families and attain their financial goals. Our passion and commitment to protection have continued unabated for nearly two centuries. We've seen the nation evolve and events that have affected the lives of Americans, and we've always been there for our policy owners.

We are an equal opportunity employer and welcome applications from diverse candidates.



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