Senior Financial Services Professinal


Date: Dec 8, 2018

Location: Dallas, TX, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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 LinkedIn, our Newsroom and the Careers page of


We are committed to providing high quality service in every interaction with both internal and external customers.  After a comprehensive training program, the representative will have a proficient understanding of New York Life variable products and administration systems.  We rely on our service representatives for processing fund transfers, allocation changes, automatic activity, partial withdrawals, periodic partial withdrawals and full surrenders on variable product policies while answering agent and client calls as part of a fast paced, dynamic team.

 Primary Responsibilities:

  • Answer incoming phone calls from policy holders, Agents and Field Offices in relation to the Variable Annuity and Variable Universal Life policies serviced by the Investment Solutions Team
  • Provide up to date information on product specifications, including features, account performance, general tax information, account balances, unit value/pricing inquiries, and transaction/processing explanations
  • Process point of call financial transactions for policy holders such as fund transfers, fund allocation changes, partial withdrawals and loans, with expediency and accuracy
  • Maintain extensive knowledge and understanding of the administrative and mainframe systems needed for handling inquiries, researching and processing transactions, and requirements of regulatory bodies including FINRA, SEC, IRS, state insurance agencies, etc
  • Work on special projects assigned by the leadership team as they arise

Desired Skills & Experience:

  • Bachelor’s degree - Finance or business discipline preferred or equivalent work experience
  • FINRA Series 6 or 7 license required
  • Industry recognized courses and designations (i.e. LOMA, but not limited to)
  • Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations
  • Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications during call handling)
  • Positive, customer focused attitude with a desire to exceed customer expectations

Shift Information:

This is a full time position Monday through Friday.  Candidates should be flexible to work any 7.5 hour shift between 8 am and 6 pm during the work week.


Competitive annual salary plus annual bonus incentive


Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts

Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.





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Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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