New York Life Insurance

Experience Specialist - Retail Annuities (Cleveland)


PayCompetitive
LocationCleveland/Ohio
Employment typeFull-Time

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  • Job Description

      Req#: 92008
      Employer Industry: Life Insurance

      Why consider this job opportunity:
      - Salary up to $45,000
      - Opportunity for career advancement and growth within the organization
      - Flexible work environment with remote work options available
      - Comprehensive benefits package including leave programs and student loan repayment assistance
      - Paid training and continuous coaching to enhance skills and career development
      - Join a recognized leader in the industry, committed to community service and inclusion

      What to Expect (Job Responsibilities):
      - Serve as the primary point of contact for customer inquiries and requests
      - Make effective decisions based on comprehensive case analysis
      - Develop and maintain a working knowledge of products, software applications, and processes
      - Handle exceptions, escalations, and technical issues while minimizing regulatory risk
      - Contribute ideas to enhance the customer experience

      What is Required (Qualifications):
      - Strong written and verbal communication skills
      - Ability to effectively multitask and use computer systems
      - Hunger for continued learning and problem-solving capabilities
      - Associate or bachelor’s degree preferred, or equivalent years of related experience
      - Series 6 FINRA licensing preferred

      How to Stand Out (Preferred Qualifications):
      - Previous customer service experience in the insurance industry
      - Familiarity with financial and non-financial processing
      - Experience with mentoring or coaching in a professional setting
      - Strong interpersonal skills and ability to work collaboratively in a team environment
      - Interest in pursuing further education or training related to the insurance industry

      #LifeInsurance #CustomerService #CareerGrowth #RemoteWork #TrainingProvided

      "We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."
  • About the company

      New York Life provides more than life insurance—we help individuals, families, and communities thrive.

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