Melville, New York
New York Life – Nassau-Suffolk NY
The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York life you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You’ll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded.Compensation:$72,000Responsibilities:Aid policyholders with the insurance claims process while supervising the progress of current insurance claimsManage electronic and paper records and ensure all contracting paperwork is kept currentOnboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policiesDetermine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possibleQualifications:Strong interpersonal and communication skills are a mustCustomer service or experience as a sales representative are highly valuedFamiliarity with the Microsoft Office suitePrevious health insurance or life insurance experience a plusCandidates must have a high school diploma or GED; a Bachelor’s degree is a plusAbout CompanyAt New York Life our financial professionals help families protect their finances, futures, and loved ones. There are numerous roles and paths here: whether providing protection-based solutions, offering retirement planning and guidance, or mentoring the next generation. This is not just a sales job-it’s a career with purpose and opportunity.