Entry-Level Financial Advisor—Training & Benefits

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

Job summary

New York Life is hiring an Entry-Level Financial Service Professional in Melville, New York. The role supports offering a wide range of financial products and services, with a three-year training program, marketing support, and ongoing development provided by a Fortune 100 company.

Our mission is to help clients build strong financial foundations and achieve monetary goals. Training includes working with successful agents and managers to develop a clientele, with resources and support for

Qualifications

• Networking to prospect new potential clients.
• Effective relationship management skills.
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas.

Responsibilities

• Assess each client’s life and financial needs to craft a personalized financial plan.
• Provide financial advice and strategies through educational meetings or seminars.
• Identify and generate prospects using social media and other tools, building relationships as trusted advisor.
• Collect and organize client financial information using a CRM to determine status and goals.
• Help clients implement financial recommendations such as life insurance, savings plans, and mutual funds.

Skills

Networking

Relationship management

Integrity/communication

Tools

CRM

Job description

New York Life is hiring an Entry-Level Financial Service Professional in Melville, New York. The role supports offering a wide range of financial products and services, with a three-year training program, marketing support, and ongoing development provided by a Fortune 100 company.

Our mission is to help clients build strong financial foundations and achieve monetary goals. Training includes working with successful agents and managers to develop a clientele, with resources and support for