Financial Sales Professional

New York Life - Melville, NY • Melville, NY, US

Posted 14 days ago

Description

As a Financial Sales Professional with New York Life, you’ll become part of a legacy of integrity and service that dates back to 1875. Our mission is simple: we provide peace of mind through our insurance, annuity, and investment solutions, ensuring financial security for clients. You’ll be empowered to make a difference in the lives of others by offering sustainable financial solutions, all while building a rewarding career for yourself.

New York Life stands out with a comprehensive three-year training program, marketing support, and technical assistance to help you succeed. Work alongside accomplished professionals and benefit from a wealth of resources offered by a Fortune 100 company. Enjoy immediate eligibility for medical, dental, vision, long-term disability, and group term life insurance. Let’s shape a future where you thrive professionally while making a meaningful impact in your community.

Responsibilities

Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice

Qualifications

Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
Must have the ability to successfully network and prospect for new clients
Relationship management skills are required

Compensation

$75,000 - $125,000 commission training allowance bonus - benefits

About New York Life - Melville, NY

We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.