Financial Services Professional

New York Life is hiring a Financial Services Professional in Melville, NY to help policyholders design risk management and insurance plans aligned to their financial priorities. Partner with policyholders to develop and deliver risk management strategies tailored to individual profiles Listen to new and potential clients to assess priorities and finances Recommend suitable insurance plan options that meet each client’s insurance needs Execute sales strategies and tactics proven effective in maintaining and growing existing customer portfolios with loyal, long-term clients Continue education on evolving insurance industry protocols Monitor insurance claims and support customers to satisfaction Requirements Excellent communication, customer service, analytical, and interpersonal skills Some experience with accounting or sales lead software is beneficial Phone skills Enjoy prospecting and meeting new people Entrepreneurial Role Accelerated Path to Management Program Training in marketing, business development, and customer relationship management Tools and resources to support career growth Management-focused training and access to career tools Personalized coaching from dedicated training professionals Ability to obtain industry professional designations Industry designation costs subsidized in the first two full-time contract years, with additional funds available if qualified during training and business growth Sales incentives and professional-development trips for top-performing insurance agents Experts on hand to answer questions Suite of digital sales, prospecting, and marketing tools using web, social, and email content to attract and retain clients Opportunity to specialize through the investment advisory division (Eagle Strategies LLC) to offer wealth management and advisory services, estate planning strategies, and business solutions What We Offer Training and development Digital tools Products and solutions Range of offerings including life insurance, annuities, long‑term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency Benefits Health insurance Dental insurance Vision insurance Life and disability insurance 401(k) and pension 401(k) matching Extensive training program Training allowance & stipend if you qualify Council Trips Sales incentives and professional‑development trips for top‑performing insurance agents Flexible schedule Paid time off Compensation Commission‑based compensation In 2023, average income for agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359 Income determined by individual agent performance Additional details available: income-and-benefits Average Compensation Range Year 1: $85,000-$132,000 Year 3: $109,000-$205,000 Year 5: $132,000-$287,000 Year 10: $239,000-$500,000 Awards & Accolades A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA+ Very Strong (Standard & Poor’s) How You’ll Be Paid Commission Training Allowance Expense Allowance First Year Stipend Renewals/Trails Bonuses Job Details Job type: Full-time Pay: $82,177.00-$125,000.00 per year Work location: In person Ability to commute: Melville, NY 11747 (Required) Ability to relocate: Melville, NY 11747 (Required) #J-18808-Ljbffr