Financial Services Professional
$80k - $125kNew York Life - Long Island General Office
Job Description
Job Description
LOCAL CANDIDATES ONLY: Applicants must currently reside within commuting distance of our Melville, NY office. This is an in-office position. Candidates seeking to relocate to the area will not be considered.
Are you a leader who has the following traits?
Competitive
Ambitious
Coachable
Communicative
Self-disciplined
Authentic
If yes, consider becoming an insurance agent 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 skills such as marketing, 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 clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a financial professional, 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 clients.
Compensation:$80,000 - $125,000 yearly
Responsibilities:- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 178 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.
Awards & Accolades...
We’re proud of our financial strength.
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)
We’re proud of our position in the industry.
Training Magazine 2021: Top Companies for Learning and Development
Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for
Insurance: Life and Health.
JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankings
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