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Senior Associate
New York Life Insurance
New York, NY, United States
Job Details - this job has expired, please see similar jobs below
New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845 and headquartered in New York City, New York Life reported 2017 operating earnings of $2.06 billion. Total assets under management at year end 2017, with affiliates, totaled $586 billion.
New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+ (Source: Individual independent rating agency commentary as of 8/1/17).
Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.
Role Overview:
• Being the first point of contact on financial planning cases - working closely with advisors in reviewing initial plan data, and making sure the client’s current financial situation is accurate and complete.
• Working closely with Financial Planning Consultants in analyzing cases, discussing implementation opportunities and leveraging eMoney to clearly convey recommended strategies.
• Sharing best practices in regard to case design to ensure planners and staff are engaged in an efficient and repeatable process.
• Delivering eMoney demonstrations to new subscribers.
• Participating and delivering financial planning content at various conferences, in person visits and webinars - particularly new planner certification training.
• Leveraging Salesforce to record all day to day activities.
• Occasional Software testing for new programs and updates to existing programs
Qualifications:
• Bachelor’s Degree (Finance)
• Minimum of 2-4 years of relevant experience
• Series 7 and 65/66 within 24 months of hire, CFP® designation within 36 months of hire
• Working knowledge of Financial Planning concepts and software (i.e. eMoney)
• Ability to create (both written and designed) guidance on planning software that is targeted to the Financial Planners
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SF:LI-AD1
EOE M/F/D/V
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