New York Life Insurance Company · 1 day ago
Insurance Solutions specialist
San Mateo, CA
Full-time
Onsite
New Grad, Entry LevelNew York Life Insurance Company has been dedicated to helping individuals achieve their milestones for over 180 years. The Insurance Solutions Specialist will provide expert advisory services on insurance solutions, support clients in selecting appropriate products, and maintain strong client relationships while contributing to sales strategies.
FinanceFinancial ServicesInsurance
Hiring Manager
Rigoberto R.
Responsibilities
Providing expert advisory services on insurance solutions
Supporting clients in selecting appropriate insurance products
Delivering exceptional customer service
Consulting with clients
Analyzing clients' needs
Offering tailored insurance recommendations
Contributing to sales strategies
Maintaining client relationships
Qualification
Required
Strong Analytical Skills to assess clients' needs and recommend solutions
Excellent Communication and Customer Service skills to build and maintain client relationships
Experience in Consulting and Sales with a customer-focused approach
Ability to work collaboratively in a professional team environment
Knowledge of insurance products and services, with experience in financial consulting considered a plus
Licensing or willingness to obtain relevant insurance and investment advisory credentials
Preferred
Bachelor's degree in Business, Finance, or a related field
Company
New York Life Insurance Company
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.
Founded in 1845
10001+ employees
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 StageLeadership Team
Craig DeSanto
CEO
Sai Cherla
SVP and COO Technology, Data, AI and Ventures
Recent News
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2026-02-06
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2026-01-05
Company data provided by crunchbase