New York Life

Senior Associate - Client Facing Account Manager

New York Life

Remote
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a highly motivated and experienced professional with a passion for building lasting relationships with clients? Do you thrive in a fast-paced and dynamic environment? If so, New York Life is looking for a Senior Associate - Client Facing Account Manager to join our team. As a Senior Associate, you will have the opportunity to use your exceptional communication and organizational skills to manage and grow our client base. We are seeking individuals who are detail-oriented, client-focused, and have a strong understanding of financial products and services. Join our team and make a positive impact on the lives of our clients while advancing your career at one of the top insurance and financial services companies in the industry.

  1. Build and maintain strong relationships with clients by providing exceptional customer service and addressing their needs and concerns.
  2. Manage a portfolio of clients and ensure their satisfaction with our products and services.
  3. Develop and implement strategies to grow and retain the client base.
  4. Proactively reach out to clients to provide updates on their accounts and offer recommendations for additional products and services.
  5. Collaborate with other team members to ensure a seamless and efficient client experience.
  6. Stay up-to-date on industry trends and changes in financial products and services to effectively advise clients.
  7. Conduct regular reviews with clients to assess their financial goals and make necessary adjustments to their accounts.
  8. Attend networking events and represent the company in a professional and positive manner.
  9. Maintain accurate and organized client records and documentation.
  10. Collaborate with other departments, such as marketing and underwriting, to provide a comprehensive and personalized client experience.
  11. Continuously strive to meet and exceed sales targets and goals.
  12. Foster a positive and inclusive work environment by supporting and mentoring junior team members.
  13. Comply with all company policies and procedures and adhere to industry regulations.
  14. Participate in ongoing training and professional development opportunities to enhance knowledge and skills.
  15. Make a positive impact on the lives of clients by providing them with financial security and peace of mind.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • Bachelor's Degree In Business, Finance, Or A Related Field

  • Minimum Of 5 Years Experience In Client-Facing Roles, Preferably In The Financial Services Industry

  • Strong Knowledge Of Insurance And Investment Products, As Well As Financial Planning Strategies

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients

  • Demonstrated Success In Meeting And Exceeding Sales Targets And Driving Business Growth.

Required Skills
  • Financial Planning

  • Communication

  • Time Management

  • Negotiation

  • customer service

  • Relationship Building

  • Team Leadership

  • Risk assessment

  • Strategic Thinking

  • Problem-Solving

  • Client management

  • sales expertise

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Senior Associate - Client Facing Account Manager is $60,000 - $100,000 per year. However, this can vary based on factors such as location, industry, and individual experience. Some Senior Associates in this role may earn higher salaries, particularly if they have advanced skills and experience or work for a larger, more established company. Ultimately, the exact salary for a Senior Associate - Client Facing Account Manager will depend on the specific job position

Additional Information
New York Life is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 28th, 2024
Apply BeforeJune 9th, 2026
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About New York Life

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started