Financial Services Professional

2 weeks ago


Victor, United States New York Life Insurance Company Full time
Company Description

New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we prioritize transparency, objectivity, and integrity. We are dedicated to making positive impacts in local communities through our culture of giving and volunteerism, supported by the New York Life Foundation. We value development, career growth, collaboration, innovation, and diversity & inclusion.

Role Description

This is a full-time hybrid role for a Financial Services Professional at New York Life Insurance Company located in Victor, NY, with flexibility for some remote work. As a Financial Services Professional, you will be responsible for day-to-day tasks such as financial planning, finance, retirement planning, and communication. You will provide exceptional financial services to clients, helping them achieve their personal financial goals.

Qualifications
  • Financial Planning, Finance, and Retirement Planning skills
  • Strong communication skills
  • Experience in financial services
  • Excellent problem-solving abilities
  • Client-focused mindset
  • Ability to work independently and collaboratively
  • Bachelor's degree in Finance, Business, or related field (preferred)


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