Financial Services Professional

New York Life Insurance Co.; Tampa (FL); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

New York Life Insurance Co. seeks a Financial Services Professional in Tampa, FL.

This full-time hybrid role combines in-office and remote work to meet clients, assess financial goals, analyze current finances, and create personalized strategies for insurance, investments, and retirement planning. You will prospect, build a client base, perform needs analyses, present solutions, and nurture ongoing client relationships while staying current on products and regulatory standards.

Qualifications

• Strong foundation in Finance and Financial Services to understand products, markets, and client needs.
• Experience or training in Financial Planning and Retirement Planning to design comprehensive client strategies.
• Excellent Communication skills, including active listening, clear explanation of complex concepts, and relationship-building.
• Bachelor’s degree in finance, business, economics, or a related field preferred, or equivalent professional experience.
• Ability to work in a hybrid environment, manage time effectively, and maintain organized client records.
• Motivation to build and grow a client portfolio, with a strong ethical compass and commitment to client-centric service.
• State life and health insurance licenses and relevant securities licenses (or willingness to obtain with company support).
• Comfort with technology, CRM systems, and virtual meeting tools for client outreach and service.

Responsibilities

• Prospect and build a client base.
• Conduct financial needs analyses for clients.
• Present insurance, investment, and retirement planning solutions.
• Maintain ongoing client relationships and service quality.
• Stay current on New York Life products and services.
• Collaborate with internal specialists on client cases.
• Adhere to regulatory and compliance standards in all activities.
• Use company tools and mentorship to grow a sustainable practice.

Skills

Finance knowledge

Financial planning

Communication skills

Hybrid work capability

Client relationship building

Education

Bachelor's degree in finance

Equivalent professional experience

Job description

Company Description

New York Life is a mutual company with over 180 years of history helping individuals and families achieve long-term financial security through insurance, investments, retirement, and advisory services. The organization is deeply committed to transparency, integrity, and objectivity in all client interactions. New York Life fosters a culture of career development, collaboration, innovation, and diversity & inclusion, supported by comprehensive training and growth programs. The company also invests in local communities through the New York Life Foundation and extensive volunteer initiatives. New York Life is an Equal Opportunity Employer, welcoming applicants of all backgrounds and identities.

Role Description

The Financial Services Professional role is a full-time hybrid position based in Tampa, FL, with a mix of in-office and work-from-home flexibility. In this role, the professional will meet with clients to assess their financial goals, analyze their current financial situations, and develop personalized strategies for insurance protection, investments, and retirement planning. Day-to-day responsibilities include prospecting and building a client base, conducting financial needs analyses, presenting solutions, and maintaining ongoing client relationships. The role also involves staying current on New York Life’s products and services, collaborating with internal specialists, and adhering to regulatory and compliance standards. The professional will use company-provided tools, training, and mentorship to build a sustainable practice and support long-term client success.

Qualifications

• Strong foundation in Finance and Financial Services to understand products, markets, and client needs.
• Experience or training in Financial Planning and Retirement Planning to design comprehensive client strategies.
• Excellent Communication skills, including active listening, clear explanation of complex concepts, and relationship-building.
• Bachelor’s degree in finance, business, economics, or a related field preferred, or equivalent professional experience.
• Ability to work in a hybrid environment, manage time effectively, and maintain organized client records.
• Motivation to build and grow a client portfolio, with a strong ethical compass and commitment to client-centric service.
• State life and health insurance licenses and relevant securities licenses (or willingness to obtain with company support).
• Comfort with technology, CRM systems, and virtual meeting tools for client outreach and service.