Financial Professional

In order to be considered for this position, you will have to complete a Candidate Assessment Profile (CAP), it should take about 15-20 minutes and will help to give us to determine if the timing is right and if you are a candidate for this position. You can expect to receive follow-up email once you submit the application. About us New York Life Insurance Company has been established over 177 years, largest mutual life insurance company and is very proud to be ranked in Fortune 100 list of the largest U.S corporations by total revenue. We are professional, customer-centric, rewarding and our goal is to provide financial security and peace of mind through our insurance, annuity and investment products and services..

Our work environment includes:

Modern office setting Growth opportunities Flexible working hours

Duties:

• Provide financial advice and guidance to clients based on their individual needs and goals
• Conduct thorough financial analysis and develop personalized financial plans
• Assist clients with retirement planning, investment strategies, and risk management
• Educate clients on various financial products and services available
• Build and maintain strong relationships with clients through excellent customer service
• Stay up-to-date with industry trends and changes in financial regulations

Requirements:

• Strong knowledge of HIPAA regulations and compliance
• Experience in benefits administration and understanding of employee benefits packages
• Proven track record in telemarketing or sales
• Excellent communication and interpersonal skills
• Ability to provide exceptional customer service and build rapport with clients
• Proficient in market research and analysis We offer a competitive compensation package along with comprehensive benefits, including health insurance, retirement plans, and paid time off.

Join our team of dedicated financial professionals and make a positive impact on the lives of our clients.

Note:

This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, duties, requirements, or working conditions associated with the role.

Job Types:

Full-time, Permanent Pay:

$87,653.00

• $120,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Flexible schedule Health insurance Paid time off Parental leave Tuition reimbursement Vision insurance Work from home

Supplemental Pay:

Bonus opportunities Commission pay

License/Certification:

Insurance Producer License (Preferred) Life Insurance License (Preferred) Ability to

Commute:

San Jose, CA 95125 (Required)

Work Location:

In person