What are the responsibilities and job description for the Insurance and Financial Services Professional position at New York Life?
Company Description
For over 180 years, New York Life has helped individuals achieve their dreams and secure meaningful milestones. As a mutual company, we prioritize transparency, integrity, and objectivity while fostering a culture of giving and inclusion through initiatives like the New York Life Foundation. With a focus on innovation, collaboration, and career growth, we provide our employees with resources and programs to support their professional and personal development. New York Life offers services in insurance, investments, retirement, and advisory sectors, and is committed to building diverse and inclusive teams. We are proud to be an Equal Opportunity Employer that values diversity in all forms.
Role Description
This is a full-time hybrid role for an Insurance and Financial Services Professional based in St. Louis, MO. The role involves engaging with clients to assess their insurance and financial needs, offering tailored solutions to meet their goals, and building long-term relationships. Responsibilities include insurance brokerage, delivering financial guidance, providing exceptional customer service, and maintaining up-to-date knowledge of insurance and financial products. While work from home flexibility is supported, some in-office days are required.
Qualifications
- Strong foundational knowledge in Finance, with the capability to offer sound financial guidance
- Exceptional Communication and Customer Service skills, prioritizing client satisfaction and relationship building
- Willingness to pursue necessary licenses or certifications as required by state and federal regulations
- Ability to work both independently and collaboratively in a hybrid work environment
- Experience in financial services or insurance is advantageous but not required.