Jobs
>
New York City

    Retail Annuities Representative - New York, United States - New York Life

    New York Life
    New York Life New York, United States

    4 weeks ago

    Default job background
    Description

    **Retail Annuities Representative**

    **Please wait...**

    **Location:** New York, NY, US

    When you join New York Life, youre joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. Youll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

    New York Lifes Service Organization is hiring Service Analyst for its New York Service Center. The Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer-focused, accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence. The Service Analyst establishes high quality customer relaonships using informaonal resources and technical knowledge.

    **Primary Responsibilies**:

    This position will entail working financial and non-financial work items, which includes but is not limited to the following: Financial Transactions - Additional Premiums, Cost Basis, EFT Set Up, Free Looks, Paral Withdrawals, PPWs, RMDs, Surrenders, W8/W9s; Non-Financial Transactions - Address Changes, Beneficiary Changes, E Sig Confirms, Name Change/Correcons, Ownership Changes, POA/Trusts, Return Mailand Telephone Authorizations.

    Within regulatory guidelines, process routine and complex financial and non-financial activity on clients accounts with both expediency and accuracy. This includes analyzing and processing a wide range of service requests for contract holders.

    Advise brokers, bank representaves, beneficiaries and their representaves on contract provisions and relatedlaws, regulatory requirements, and company procedures.

    Respond to general written and oral inquiries concerning any financial or non-financial based on administrative procedures, being able to review and analyze the issue and present a solution.

    We are looking for someone who is a self-starter. Someone who will ask questions and will be able to perform their functions without hesitation.

    We are looking for someone who, after training, will be able to provide backup support to the Call Center when needed.

    **Qualifications:**

    Associates, or Bachelors degree preferred, or equivalent years of related experience

    High school diploma, or GED from an accredited school required

    Minimum 1 year of customer service and/or call center experience required

    Series 6 licensed preferred (must be secured within 6 months of hire date)

    Accountable, ethical, good decision-making ability

    Strong written and verbal communication skills required

    Good computer skills and ability to multitask

    **Training & Development:**

    Service Analyst undergo a comprehensive paid on-site training program to learn about the insurance industry, product and policy provisions and transacon processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.

    **Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.**

    Recognized as one of *Fortunes* Worlds Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the . We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses Be Good At Life. To learn more, please visit , our and the page of .

    Job Requisition ID: 85082

  • New York Life

    Licensed Service Representative, Retail Annuities

    1 week ago

    New York Life New York, United States

    **Licensed Service Representative, Retail Annuities** · **Please wait...** · **Location:** Cleveland, OH, US Service Analyste stablishes high quality customer relationships using informational resources and technical knowledge. **Primary Responsibilities** : **Qualifications** ...

  • Northwestern Mutual

    Financial Advisor

    3 weeks ago

    Northwestern Mutual New York, United States

    Why join Northwestern Mutual: · Fortune 100 company (2021) · Forbes' Best Employers for Diversity · Top 10 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Cor ...

  • Northwestern Mutual

    Wealth Management Track

    2 weeks ago

    Northwestern Mutual New York, United States

    NYC On-site- Please only apply if you live in the tri-state area* · Wealth Management Advisor Track · As business owners, our Representatives at Northwestern Mutual NYC Midtown help their clients live more and worry less through our personalized approach to financial planning. Th ...

  • NYC Health + Hospitals

    Revenue Cycle Manager

    3 weeks ago

    NYC Health + Hospitals New York, United States

    About NYC Health + Hospitals · Carter is a leading, comprehensive specialty care hospital and nursing facility dedicated to providing quality medical, sub-acute, rehabilitative and long-term specialty services. We are committed to serving the New York City and surrounding communi ...

  • Equitable Advisors

    Financial Services Professional

    2 weeks ago

    Equitable Advisors New York, United States

    Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven indivi ...

  • Lyons Consulting Group

    CIS Cluster Lead FS

    2 weeks ago

    Lyons Consulting Group New York, United States Full time

    Job Description · CIS Cluster Lead FS- Description Job Title: Cluster Lead · Competency Model Title: Vice President · Capgemini Grade Level:F · Business Area: Cloud Infrastructure Services · About Capgemini · Capgemini is a global leader in partnering with companies to t ...

  • Building Service 32BJ Benefit Funds

    Deputy Director, Compliance

    2 weeks ago

    Building Service 32BJ Benefit Funds Cooper, United States

    Overview of Role: · The Deputy Compliance Director is responsible for supporting the Compliance Director in all aspects of the Fund Office's compliance with financial and reporting regulations pertaining to the administration of its retirement and health & welfare employee benef ...

  • Global Atlantic Financial Group

    Senior Vice President, Institutional Markets Origination

    2 days ago

    Global Atlantic Financial Group New York, United States

    The Senior Vice President, Institutional Markets Origination will join Global Atlantic's Institutional Markets business, based in NYC. We are a ~50-person principal investing team within Global Atlantic Financial Group, a subsidiary of KKR. We are focused on deploying capital on ...

  • Munich Re

    AVP & Actuary, Financial Reinsurance

    1 week ago

    Munich Re New York, United States

    Formed just over 6 years ago, the Financial Reinsurance (FinRe) team has responsibility for marketing, developing, structuring, and executing financial reinsurance deals for our US Life insurance clients. It is viewed as one of the greatest growth potential areas for the organiza ...

  • New York Life

    Financial Rep/Sales Manage

    2 weeks ago

    New York Life New York, United States

    Job Description · Job DescriptionNew York Life Accelerated Path to Management Program Latino Market · Are you looking for a job where you can use your language skills and experience to propel your career into management? At New York Life, we will invest in you from the start to h ...

  • New York Life Insurance Company

    Spanish/Portugues Speaking Financial Advisor

    4 weeks ago

    New York Life Insurance Company New York, United States

    Job Description · Job Description*New York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their own pace and ...

  • Northwestern Mutual

    2024-1681

    2 weeks ago

    Northwestern Mutual New York, United States

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic b ...

  • New York Life

    Accelerated Path to Managment

    2 weeks ago

    New York Life New York, United States

    Job Description · Job DescriptionNew York Life Accelerated Path to Management Program · We offer a Hybrid work week. · Are you looking for a job where you can use your experience to propel your career into management? At New York Life, · we will invest in you from the start to he ...

  • Primerica

    Ops Support Specialist

    1 week ago

    Primerica New York, United States

    Ops Support Specialist page is loaded **Ops Support Specialist** · **Ops Support Specialist** · locationsLong Island City, NY time typeFull time posted onPosted 3 Days Ago job requisition idR-096:022022 **Join our Team** · Our location is located in Long Island City, NY. · Na ...

  • NYL - John Kelly

    Entry Level Life Insurance Sales Agent

    6 days ago

    NYL - John Kelly New York, United States

    Job Description · Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounde ...

  • Weyland Agency

    Sales Representative Urgent Need

    1 week ago

    Weyland Agency New York, United States

    Job Description · Job Description*COMPENSATION · $100,000 to $250,000 per year · Results Driven Sales Representatives Needed - Remote - Training provided $75K - $250K (results vary) · The Weyland Agency is actively looking for a dynamic and results-oriented team member and busin ...

  • Northwestern Mutual - Park Ave

    Wealth Advisor Intern-Fall Internship

    4 weeks ago

    Northwestern Mutual - Park Ave New York, United States InternshipSHIP

    Job Description · Job DescriptionSalary: · We are now interviewing for our 2024 internship program · Our internship program allows you to test drive a career as a full-time Financial Representative, allowing you to: · Build your client base through prospecting and networking · O ...

  • MassMutual

    Flourish Business Development Representative

    1 week ago

    MassMutual New York, United States Full time

    Business Development Representative, Flourish · Full-Time, New York City · The Opportunity · As an early member of our business development team, you will play an integral role on our · sales team by contributing to all facets of our sales efforts. Your core responsibility will b ...

  • New York Life

    Financial Advisor/ Fast track Partner

    6 days ago

    New York Life New York, United States

    Job Description · Job Descriptionwe are looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you'll have the opportunity to accelerate your path to management, and advance within 12 months. · Job Description · New York Life Insur ...

  • National Audubon Society

    Senior Accountant

    1 week ago

    National Audubon Society New York, United States

    Overview: · The National Audubon Society is a nonprofit conservation organization that protects birds and the places they need today and tomorrow. We work throughout the Americas towards a future where birds thrive because Audubon is a powerful, diverse, and ever-growing force f ...