new york life

Entry Level Financial Services Representative

new york life

6 years ago
Charlotte, NC
Onsite
Full Time
Junior
0 applicants
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new york life
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About this role

New York Life is looking for financial professionals to help clients develop long-term financial strategies using a variety of financial products and services. The role involves building client relationships, providing financial advice, and supporting community members in achieving their financial goals.

Skills

Qualifications

Bachelor's Degree
new york life

About new york life

newyorklife.com

New York Life Insurance Company provides trusted guidance and protection to help individuals and families plan for the future. The company offers life insurance and a broad range of financial products and solutions for protection, retirement, and wealth-building. Through one-on-one, personalized guidance, New York Life helps clients tailor strategies to protect loved ones and build lasting financial security. With a long-standing commitment to client welfare, it emphasizes reliable service and comprehensive planning across life, retirement, and investment options.

About new york life

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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