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Financial Professional
Financial ProfessionalNew York Life - Uniondale • Uniondale, NY, US
Financial Professional

Financial Professional

New York Life - Uniondale • Uniondale, NY, US
16 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

This is a Full-Time Position

Are you a leader who has the following traits?

  • Competitive
  • Business-minded
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic

If the answer is yes, consider becoming a financial services professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer...

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your career. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE

Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensures that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

Benefits include medical, dental, vision, life, and disability, as well as a 401(k) and pension.

Compensation : $100,000 yearly

Responsibilities :

  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
  • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
  • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Qualifications :

  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
  • Required to effectively network to identify potential new clients
  • Relationship management skills are required
  • Sales experience is a plus
  • About Company

    New York Life is a Fortune 100 company.

    At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

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    Financial Professional • Uniondale, NY, US

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