Company Description
New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life Foundation. We value development, career growth, collaboration, innovation, and diversity & inclusion.
Role Description
This is a full-time on-site role as a Financial Professional at New York Life Insurance Company located in San Jose, CA. As a Financial Professional, you will be responsible for day-to-day tasks in financial planning, financial reporting, and communication. You will utilize your analytical skills and finance expertise to provide valuable insights and recommendations to clients.
Qualifications
- Financial Planning and Finance skills
- Analytical Skills
- Financial Reporting skills
- Excellent written and verbal communication skills
- Strong attention to detail
- Ability to work effectively in a team
- Experience in the insurance or financial services industry is a plus
- Bachelor's degree in Finance, Economics, or related field