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Company Description
 

New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact 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 sales role for a Financial Professional at New York Life Insurance Company located in San Jose, CA. The Financial Professional will be responsible for day-to-day tasks related to meeting with prospects/clients, recommending and selling financial solutions, and building, nurturing long term relationships. Strong person's skills and effective communication are crucial in this role.
 

Qualifications
 

  • Financial Planning and Finance skills
  • Analytical Skills
  • Financial Reporting skills
  • Excellent written and verbal communication skills
  • Strong attention to detail
  • Ability to work effectively in a team
  • Experience in the insurance or financial services industry is a plus
  • Bachelor's degree in Finance, Economics, or related field