4 retail assoicate jobs found in New York

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Job Function and Key Responsibilities: Manage territory with external partner to meet or exceed goals Partner with field wholesaler to develop and maintain business relationships with financial advisor professionals in the territory Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals Maintain a deep understanding of allNew York Life's annuity products and competitive landscape Act as the main point of contact on a daily basis for financial advisor clients in the territory Consistently follow-up with all leads, prospects and producers to advance the sales process and deepen advisor relationships Create and explain hypothetical illustrations and competitive information Provide advisors with updates on annuity products, upcoming conference calls and conferences Required Qualifications: Understanding of annuities,...

New York Life Insurance Company Location Designation: Hybrid - 4 days per week Customer Service Professional - Contracting & Licensing Support ***Hybrid work schedule: work in office 4 days, work from home 1 day*** Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work...

New York Life Insurance Company Location Designation: Hybrid - 4 days per week The Derivatives Team, part of the Office of the Chief Investment Officer (OCIO) at New York Life, plays a critical role in executing the firm's general account investment strategy by designing and managing hedge programs and overlays for the company's assets and liabilities. This team conducts customized derivatives analysis and delivers market insights that directly enhance portfolio construction and investment performance. We are seeking a highly motivated Director to lead the development and ongoing enhancement of a suite of quantitative tools and dashboards that provide actionable insights into performance attribution and risk exposures across our hedge programs. The ideal candidate will bring a strong quantitative foundation, demonstrated expertise in data visualization platforms (e.g., Tableau), and hands-on experience working with derivatives across multiple asset classes. This role...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Role Overview: The Wealth Strategy Lead within Purchase Experience (PX) is responsible for ensuring that Wealth products, solutions, and advisor-led wealth journeys are integrated into the PX strategy and execution roadmap. This role brings deep wealth domain expertise into PX to help shape priorities, identify gaps, and drive coordinated action across products and platforms. Reporting into PX Strategy Leadership, this role acts as the strategic connective tissue between PX and the Wealth business, translating wealth strategy, market dynamics, and advisor needs into clear PX implications. The role will challenge existing points of view, surface opportunities to better enable wealth-led growth, and support experimentation and transformation efforts that improve how wealth solutions are purchased, positioned, and delivered. What You'll Do: Wealth Strategy Integration within...