Financial Professional
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-07-08
Listing for:
New York Life
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Financial Analyst
Job Description & How to Apply Below
Role Description
This is a full-time sales role for a Financial Professional at New York Life Insurance Company located in San Jose, CA. The Financial Professional will be responsible for day-to-day tasks related to meeting with prospects/clients, recommending and selling financial solutions, and building, nurturing long term relationships. Strong person's skills and effective communication are crucial in this role.
Qualifications- Financial Planning and Finance skills
- Strong analytical skills
- Financial Reporting skills
- Attention to detail and accuracy
- Ability to work independently and in a team
- Experience in the insurance or financial services industry is a plus
- Bachelor's degree in Finance, Accounting, Economics, or related field
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