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Insurance and Financial Services Specialist

2 months ago


Charlotte, North Carolina, United States New York Life Charlotte Full time
Insurance and Financial Services Professional

This is a full-time hybrid role as an Insurance and Financial Services Professional at New York Life Insurance Company in Charlotte, NC.

The role involves working on-site in Charlotte with some flexibility for remote work.

Key Responsibilities:
  • Develop strategic plans for clients based on insurance needs and financial goals
  • Communicate regularly with new and existing clients around industry updates, adjustments to portfolio needs, and life changes that necessitate financial planning flexibility
  • Create a custom practice for yourself with the tools and resources from a Fortune 100 company including marketing outreach, financial training/licenses, designations, and incentives
Requirements:
  • Insurance and Finance skills
  • Strong communication skills
  • Experience in insurance services
  • Exceptional customer service skills
  • Ability to multitask and prioritize
  • Detail-oriented and organized
  • Strong problem-solving and analytical skills
  • Willingness to become securities licensed within first six months (paid training) for Series 6/7, 63/65, or 66
  • Bachelor's degree in finance, business, or related field