Entry-Level Financial Advisor - Build Wealth & Impact

NYL Nassau-Suffolk Region; Melville (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life's NYL Nassau-Suffolk Region in Melville, NY is seeking an Entry-Level Financial Service Professional to help clients establish strong financial foundations through insurance, annuities, and investments. The role includes a three-year training program, marketing support, and mentoring from successful agents and managers.

You will build a clientele, conduct educational meetings, and use a CRM to organize client data while learning to present suitable financial solutions.

Qualifications

• Ability to network to prospect new potential clients.
• Strong relationship management skills.
• High integrity and ability to explain complex programs.

Responsibilities

• Assess each client’s life and financial needs to create an individualized plan.
• Research and provide financial advice through educational meetings or seminars.
• Identify and generate prospects continuously using social media or other tools.
• Collect and organize client information using a CRM to determine financial status and goals.
• Help clients implement financial recommendations such as life insurance and investments.

Skills

Networking

Relationship management

Communication skills

Tools

CRM software

Job description

New York Life's NYL Nassau-Suffolk Region in Melville, NY is seeking an Entry-Level Financial Service Professional to help clients establish strong financial foundations through insurance, annuities, and investments. The role includes a three-year training program, marketing support, and mentoring from successful agents and managers.

You will build a clientele, conduct educational meetings, and use a CRM to organize client data while learning to present suitable financial solutions.