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 on-site role as a Financial Professional at New York Life Insurance Company located in San Jose, CA. As a Financial Professional, you will be responsible for day-to-day tasks in financial planning, financial reporting, and communication. You will utilize your analytical skills and finance expertise to provide valuable insights and recommendations to clients.
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