Current jobs related to Insurance and Investment Specialist - Anaheim - New York LIfe & NYLife Securities LLC


  • Anaheim, California, United States DB Insurance Full time

    Job OpportunityWe are seeking a highly skilled Property and Casualty Insurance Product Analyst to join our fast-growing Underwriting team at DB Insurance Co., Ltd. (U.S. Branch).The ideal candidate will possess a strong background in actuarial science, mathematics, or statistics, with excellent written and oral communication skills. Bi-lingual in English and...


  • Anaheim, California, United States Medix Full time

    Job Title: Home Health Patient Service SpecialistA leading healthcare organization is seeking a skilled Patient Service Specialist to support their Home Health team in Anaheim, CA. This is a 12-week contract opportunity with the possibility of extension, permanent employment, and a hybrid work schedule following training.Key Responsibilities:Verify Home...


  • anaheim, United States Inszone Insurance Services Full time

    This is a full-time opportunity, located onsite in our Anaheim, California office. Current licensing, experience, and the ability to read, speak and write in both English and Korean is required.Job descriptionInszone Insurance Services is an independent insurance agency with multiple locations in 15 states. Our firm specializes in customized insurance...


  • Anaheim, United States Inszone Insurance Services Full time

    This is a full-time opportunity, located onsite in our Anaheim, California office. Current licensing, experience, and the ability to read, speak and write in both English and Korean is required.Job descriptionInszone Insurance Services is an independent insurance agency with multiple locations in 15 states. Our firm specializes in customized insurance...


  • Anaheim, United States Inszone Insurance Services Full time

    This is a full-time opportunity, located onsite in our Anaheim, California office. Current licensing, experience, and the ability to read, speak and write in both English and Korean is required.Job descriptionInszone Insurance Services is an independent insurance agency with multiple locations in 15 states. Our firm specializes in customized insurance...

  • Litigation Counsel

    4 days ago


    Anaheim, California, United States DB Insurance Co., Ltd. Full time

    Job SummaryWe are seeking a highly skilled Litigation Counsel to join our team at DB Insurance Co., Ltd. as a key member of our insurance litigation department.Key ResponsibilitiesManage and litigate complex property and casualty insurance claims, providing expert legal representation and guidance throughout the litigation process.Collaborate with claims...


  • Anaheim, United States ACRISURE Full time

    About the Role:The Account Manager I is a key position in Acrisure's Personal Lines Digital Service Insurance division, responsible for developing and maintaining relationships with existing and potential customers. This role requires strong communication and problem-solving skills to promote services, design portfolios, and advise clients on insurance...


  • Anaheim, United States Alex Mora - State Farm Agent Full time

    ROLE SUMMARY:We are seeking a highly organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers.As a Customer Service Representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position.Your contributions as...


  • Anaheim, California, United States Progress Speech and Language Center Full time

    Job Title: Occupational Therapist - Pediatric Feeding and Sensory SpecialistProgress Speech and Language Center is seeking a highly skilled and dedicated Occupational Therapist to join our team. As a Pediatric Feeding and Sensory Specialist, you will work with children from birth to 18 years old, providing expert care and support to help them thrive.Job...


  • Anaheim, California, United States Progress Speech and Language Center Full time

    Job Title: Occupational Therapist - Pediatric Feeding and Sensory SpecialistWe are seeking a highly skilled and experienced Occupational Therapist to join our team at Progress Speech and Language Center. As a Pediatric Feeding and Sensory Specialist, you will work with children from birth to 18 years old, providing expert care and support to help them...


  • Anaheim, California, United States Vista Auto Retail Inc Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Automotive Contracts Specialist to join our team at Vista Auto Retail Inc. As a key member of our sales and service team, you will be responsible for efficiently processing all contract-related paperwork associated with the purchase and sale of new and used vehicles.Key ResponsibilitiesProcess...

  • Marketing Specialist

    2 weeks ago


    Anaheim, United States Manutec Ventures Full time

    Marketing Specialist Manutec Ventures client seeks innovators and trendsetters committed to providing exceptional food products that enhance health and wellness. Job Responsibilities: Develop and implement marketing strategies to promote health food products and enhance brand awareness. Create engaging content for various marketing channels including...

  • Marketing Specialist

    4 weeks ago


    Anaheim, United States Manutec Ventures Full time

    Marketing Specialist Manutec Ventures client seeks innovators and trendsetters committed to providing exceptional food products that enhance health and wellness. Job Responsibilities: Develop and implement marketing strategies to promote health food products and enhance brand awareness. Create engaging content for various marketing channels including...


  • Anaheim, United States ACRISURE Full time

    About Acrisure:Acrisure is a leading fintech company that operates a global insurance broker. With a strong presence in thirteen countries, the company has grown significantly since 2013, achieving a revenue of $4 billion. Acrisure provides a wide range of insurance and financial solutions, including commercial property and casualty, personal lines, and...


  • Anaheim, California, United States International Window Cleaning Association Full time

    Job Title: Exterior Window Cleaning SpecialistSouth Shore is seeking an experienced Exterior Window Cleaning Specialist to join our team. As a key member of our team, you will be responsible for cleaning commercial storefront glass and structures to high-quality standards.Responsibilities:Clean ground-level to high-rise commercial storefront glass and...


  • Anaheim, California, United States The Oncology Institute of Hope and Innovation Full time

    The Oncology Institute of Hope and Innovation is seeking a skilled Oncology Care Specialist to join our team. As an Oncology Care Specialist, you will play a critical role in the preparation and administration of intravenous medications to patients undergoing cancer treatment.Key Responsibilities:Compounding IV medications: You will be responsible for...


  • Anaheim, United States Inszone Insurance Services Full time

    Inszone Insurance Services is an independent insurance agency with multiple locations in 16 states. Our firm specializes in customized insurance products for businesses and individuals. Over the last three years, Inszone has ascended Insurance Journal’s Top 100 Property & Casualty Agencies, reaching the Top 40 in its most recent rankings.We have direct...


  • Anaheim, United States Inszone Insurance Services Full time

    Inszone Insurance Services is an independent insurance agency with multiple locations in 16 states. Our firm specializes in customized insurance products for businesses and individuals. Over the last three years, Inszone has ascended Insurance Journal’s Top 100 Property & Casualty Agencies, reaching the Top 40 in its most recent rankings.We have direct...


  • anaheim, United States Inszone Insurance Services Full time

    Inszone Insurance Services is an independent insurance agency with multiple locations in 16 states. Our firm specializes in customized insurance products for businesses and individuals. Over the last three years, Inszone has ascended Insurance Journal’s Top 100 Property & Casualty Agencies, reaching the Top 40 in its most recent rankings.We have direct...


  • Anaheim, United States SCPMG Meetings and Events (KPSymposia) Full time

    About SCPMG Orange CountyOur organization is a physician-led partnership that prioritizes a patient-centered and evidence-based approach to medicine.We provide our physicians with the resources and support systems needed to excel in their roles, ensuring they can focus on delivering high-quality care to their patients.Our CultureWe value teamwork,...

Insurance and Investment Specialist

2 months ago


Anaheim, United States New York LIfe & NYLife Securities LLC Full time
Job Description

Overview

New York Life & NYLife Securities LLC is seeking a highly motivated and experienced Financial Services Representative to join our team. As a Financial Services Representative, you will have the opportunity to work with a wide range of clients, providing them with expert advice and guidance on their financial needs.

Key Responsibilities

  • Develop and maintain relationships with clients, understanding their financial goals and objectives.
  • Provide expert advice and guidance on financial products and services, including life insurance, annuities, and investment products.
  • Work closely with clients to develop and implement personalized financial plans.
  • Stay up-to-date on industry trends and developments, ensuring that clients receive the best possible advice and guidance.

What We Offer

As a Financial Services Representative with New York Life & NYLife Securities LLC, you will have access to a wide range of benefits and resources, including:

  • A comprehensive training program, designed to help you develop the skills and knowledge you need to succeed in this role.
  • A competitive compensation package, including commissions and bonuses.
  • A supportive and collaborative work environment, with opportunities for professional growth and development.
  • Access to a wide range of financial products and services, including life insurance, annuities, and investment products.

Requirements

To be considered for this role, you will need to have:

  • A strong understanding of financial products and services, including life insurance, annuities, and investment products.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • A bachelor's degree in a related field, such as finance or business.

Why Join Our Team?

New York Life & NYLife Securities LLC is a leading provider of financial services, with a long history of innovation and excellence. As a Financial Services Representative with our company, you will have the opportunity to work with a wide range of clients, providing them with expert advice and guidance on their financial needs. You will also have access to a wide range of benefits and resources, including a comprehensive training program, a competitive compensation package, and a supportive and collaborative work environment.

Language

The language used in this job description is en-US.