Aspiring Financial Advisor (W2, Be Your Own Boss, Pension, 401k, etc.)

New York Life; Sandy (UT); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Training and certifications

401k match

Health and vision benefits

Monthly training bonus

Pension

Job summary

New York Life Insurance and Investments in Sandy, UT is seeking coachable individuals for a full-time, hybrid Financial Representative/Advisor role. You will control your schedule while undergoing essential training and mentoring from your management team.

This program offers extensive state-of-the-art training, certifications, and a path to a financial advisor role. You will build client relationships, recommend insurance and financial solutions, and work toward monthly sales goals with a

Qualifications

• 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 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

Responsibilities

• Building and maintaining client relationships, providing financial products and insurance solutions
• Achieving monthly sales goals to receive a training allowance
• Daily tasks include advising clients to identify their retirement, insurance, and financial needs
• Recommending tailored solutions that meet their goals and needs, while delivering excellent customer service
• 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 growth opportunities.

Skills

Communication

Customer Service

Sales

Teamwork

Self-motivation

Licensing willingness

Education

No degree required

Job description

New York Life Insurance and Investments 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 unlimited 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

I am not hiring employees. Instead, I am hiring coachable people who want to build a long‑term professional partnership in a multi‑million dollar organization. I want someone who is dedicated to learning how to provide valuable insight and strategies to clients who want a better financial future for their families.

This is a full‑time, hybrid Financial Representative/Advisor position where you control your schedule; however, during the first year (or sooner) will require you to attend vital training and interact with your management team. It is a hybrid, as you need to get out and meet with your clients.

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‑of‑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 long‑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 growth opportunities.

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