This is a full-time hybrid role as an Insurance and Financial Services Professional at New York Life Insurance Company in Charlotte, NC. The role involves working on-site in Charlotte with some flexibility for remote work. As an Insurance and Financial Services Professional, you will be responsible for day-to-day tasks such as providing insurance and financial services, communicating with clients, and delivering exceptional customer service.

$60,000 - $120,000+ yearly

• Develop strategic plans for clients based on insurance needs and financial goals
• Communicate regularly with new and existing clients around industry updates, adjustments to portfolio needs, and life changes that necessitate financial planning flexibility
• Create a custom practice for yourself with the tools and resources from a Fortune 100 company including marketing outreach, financial training/licenses, designations, and incentives

• Insurance and Finance skills
• Strong communication skills
• Experience in insurance services
• Exceptional customer service skills
• Ability to multitask and prioritize
• Detail-oriented and organized
• Strong problem-solving and analytical skills
• Willingness to become securities licensed within first six months (paid training) for Series 6/7, 63/65, or 66
• Bachelor's degree in finance, business, or related field

New York Life Insurance Company is the nation's largest mutual life insurance company and one of the largest life insurance companies in the world. New York Life's family of companies offers life insurance, retirement income, investments, long-term care insurance, and disability insurance that help people at all stages of life achieve financial security, delivered through agents and advisors nationwide. New York Life also provides insurance and investment products to the institutional market and operates one of the world's largest global asset managers through New York Life Investments. The company was founded in 1845 and has more than 178 years of experience helping individuals build better futures for themselves and those they love.