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Associate, New Business Concierge

Job Overview

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Employment Type

Full-time
Part-time
Temporary
Hourly
Internship
Consulting
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Compensation

Type:
Salary
Rate:
Range $47,500.00 - $72,500.00
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Benefits

leave programs
Adoption assistance
Student Loan Repayment Programs
Paid Time Off
Health Insurance
Dental Insurance
discretionary bonus

Job Description

New York Life is a longstanding, prestigious financial services company that has been providing life insurance and other related products for over 180 years. As a Fortune 100 company, New York Life has built a reputation based on stability, comprehensive service, and a commitment to employees, policy owners, and the broader community. The organization's culture prioritizes inclusivity, diversity, and personal growth, ensuring that every team member is supported and empowered to reach their full potential. This commitment extends beyond traditional life insurance, with a diversified portfolio that meets the complex and evolving needs of customers.\n\nThe role of Associate New Business... Show More

Job Requirements

  • Bachelor's degree or equivalent experience required
  • 3-5 years of relevant experience preferred, particularly in brokerage operations or new business processing
  • Must demonstrate strong decision-making skills
  • Must demonstrate an ownership mentality
  • Must have effective time management skills
  • Must have excellent interpersonal and communication skills
  • Ability to manage a high-volume workload independently
  • Ability to prioritize tasks effectively
  • Ability to adapt to shifting priorities in a fast-paced environment
  • Highly proficient in Microsoft 365 including Word, Excel, Outlook, and PowerPoint
  • Willingness to undergo FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Job Location

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