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Insurance and Financial Services Specialist
2 months ago
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
- 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