Aspiring Financial Advisor

New York Life; Sandy (UT); Hybrid; USD 40,000 - 80,000; Full time

Benefits offered by this job

Training & mentoring

Path to advisor roles

Performance bonuses

Job summary

New York Life is seeking a Hybrid Financial Representative/Advisor in Sandy, UT. This full-time role includes training, mentoring, and a path from Sales Agent to Financial Representative to Advisor. You’ll build a client base, deliver financial products, and aim for monthly sales goals with supportive management.

The company emphasizes training, ethics, and customer-focused service. You can set your own schedule around family events, meet clients, and develop a long-term practice with ongoing

Qualifications

• Must be a US Citizen to apply.
• No experience required; you will receive training.
• Strong communication and customer service skills to engage with clients.
• Sales expertise is preferred, but ability to meet targets with proven results is important.
• Willingness to obtain knowledge of insurance products and financial planning principles.
• Willingness to learn and grow through ongoing training opportunities.
• Self-motivation, organizational skills, and a customer-focused mindset.
• Licensing for insurance or financial products is a plus; willing to obtain licenses as required.

Responsibilities

• Build and maintain client relationships and provide financial products and insurance solutions.
• Achieve monthly sales goals to receive a training allowance.
• Participate in weekly training programs to stay updated on industry trends and compliance.

Skills

Communication skills

Customer service

Sales experience

Target orientation

Knowledge of insurance products

Licensing readiness

Team mindset

Self-motivation

Education

No degree required

Licensing for insurance products desirable

Job description

New York Life has been a trusted and leading provider of insurance, investments, and financial advisory services for over 180 years, driven by transparency, objectivity, and a commitment to excellence for our clients and our employees.

We focus on career development, innovation, and diversity and offer resources for ulimited personal and professional growth.

Joining New York Life means becoming part of a team that thrives on collaboration and values every individual's unique contributions. We are an equal-opportunity employer and are committed to creating an inclusive environment for all. We prioritize veterans, retired or separated military members, and their spouses.

Role Description

This IS NOT a 9-5 job where your boss yells at you to make 100 calls a day and forces you to work OT that you may not get fully paid for. If this is what you want dont apply.

This is a full-time, hybrid Financial Representative/Advisor position that runs through the Sales Agent to Financial Representative to the Advisor role.

The position does require you to attend vital training and interaction with your management team, but you control your schedule and can plan around family events when needed. It is hybrid as you need to get out and meet your clients and build a solid prospecting system for continued growth.

This position is based in Sandy, UT, where, after providing you with some of the best and most extensive training in the industry, you can obtain your certifications and advance to a financial advisor role.

While training, you can use your entrepreneurial spirit to learn how to best run your own practice with oversight, direction, and mentoring from your partner.

New York Life prides itself on developing you to be the best you can be, provided you put in the effort.

The company invests about $300,000 in your state if the art training and tools that will assist you in learning how to make your business a success.

In these roles, you will be responsible for building and maintaining client relationships, providing financial products and insurance solutions, and achieving monthly sales goals to receive a training allowance.

Daily tasks include building ling term relationships while consulting with clients to identify their retirement, insurance, and financial needs. Recommending tailored solutions that specifically meet their goals and needs, while delivering excellent customer service.

Additional responsibilities include participating in weekly training programs to stay updated on industry trends and compliance regulations.

The only limit to your income is your determination to make this a great career!

Here, you keep 100% of your profits and do not share with your manager.

You have unlimited opportunities for growth.

Access to earn a monthly training bonus for two years, multiple bonuses, a pension, 401k match, health, vision benefits.

Qualifications

Must be a US Citizen to apply.

No experience required; you will receive training. in addition, you must have:

• Strong Communication and Customer Service skills to engage with clients effectively
• Sales expertise is preferred, but the ability to meet performance targets with proven results is more important
• Willingness to obtain the Knowledge of Insurance products and financial planning principles
• Willingness to learn and grow through ongoing Training opportunities
• Self-motivation, organizational skills, and a customer-focused mindset
• No degree required, but relevant experience will be considered
• Licensing for insurance or financial products is a plus; however, you must be willing to obtain the needed licenses as required
• Must be a trustworthy individual who likes helping others & can work in a team environment