Financial Services Representative jobs in United States
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New York Life Insurance Company · 3 weeks ago

Financial Services Representative

New York Life Insurance Company is seeking a money-minded individual who is looking for an opportunity to break into the financial services industry. The role involves developing effective, analytics-based strategies and building long-term relationships with clients while focusing on financial data and estate planning.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Qualification

Financial data analysisEstate planningBusiness administrationCommunication skillsAttention to detail

Required

Great listening skills
Ability to develop effective, analytics-based strategies
Passion for developing long-term relationships
Interest in financial data
Interest in estate planning
Interest in business administration
Interest in mutual funds
Great communication skills
Attention to detail

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Craig DeSanto
CEO
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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Company data provided by crunchbase