Winged Keel Group Overview

  • New York, NY
  • 51 to 200 Employees
  • 1989
  • Company - Private
  • Insurance Agencies & Brokerages
  • $10 to $25 million (USD)


Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston and DC, the firm ...
Mission: We aspire to be the preeminent life insurance brokerage firm by doing the following; 1. Consistently exceed the expectations of our clients and their advisors. 2. Deliver intelligent advice and diligent service that is unmatched by our competitors. 3. Invest in being ...

Winged Keel Group Reviews

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Approve of CEO
Eric Naison-Phillips
Eric Naison-Phillips
10 Ratings
Current Employee, more than 8 years

"Great place to work"

Aug 13, 2021 - Associate in New York, NY
Positive Outlook
Approves of CEO


Always learning and working through challenging situations. All teams are hardworking, fun, collaborative, and supportive of each other. Definitely a work hard, play hard culture that encourages the


Work load can come in waves, with long hours in the fall and winter as business closes for the year end. Due to the clients we work with, everyone is always working towards perfection.

Advice to Management

Keep up the positive work culture.
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Diversity & Inclusion at Winged Keel Group

(1 Review)

Winged Keel Group Photos

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Winged Keel Group Interviews

Getting an Interview
Applied online40%
Campus Recruiting27%
Employee Referral20%

  1. Client Services Associate Interview

    Anonymous Employee in United States
    Accepted Offer
    Positive Experience
    Average Interview

    I applied online. I interviewed at Winged Keel Group (United States)


    very efficient process, appreciated that they got back to me quickly and communicated effectively. interview was mostly behavioral questions and the people i spoke with were very professional and polite

    Why apply to this company?

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Winged Keel Group Awards & Accolades

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Pledges & Certifications

  • Pay Equality Pledge

    Committed to paying equitably for equal work & experience

  • Social Responsibility Pledge

    Formal programs or foundation to give back to communities

  • Diversity Commitment

    Has programs that support a diverse and inclusive workforce

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...Great people, good reputation, interesting cases, good benefits, sense of teamwork, inspirational founder, strong values....

July 24, 2020

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