Entry-Level Financial Professional

Wizehire; Melville (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

A leading financial company in Melville, NY is seeking motivated individuals for the role of Financial Professional. This position focuses on helping clients achieve financial security through tailored financial strategies. Ideal candidates will have sales experience, strong communication skills, and a passion for client service. Join a renowned company committed to integrity and long-term relationships with clients.

Qualifications

• Sales experience strongly preferred.
• Strong written and verbal communication skills required.
• Must possess uncompromising integrity.

Responsibilities

• Ensure effective insurance and retirement planning education.
• Create and implement business and marketing plans.
• Participate in the New York Life training curriculum.

Skills

Sales experience

Strong communication skills

Ability to engage community

Growth mindset

Job description

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Overview

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose to be there when our policy owners need us. If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you. We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers.

Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company.

About New York Life

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

Responsibilities

• Ensure effective insurance, retirement, and business planning education through an array of service offerings including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
• Spotlight a multitude of potential solutions within our competitive suite of products and services while assisting clients in reaching their financial goals
• Create and implement business and marketing plans that will expand your client base
• Obtain optional licenses to sell investments and other securities products concerning wealth management and advanced planning
• Participate in and complete the New York Life training curriculum to build your professional skills and knowledge

What is expected of our Agents?

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time

Qualifications

• Ability to engage your community and leverage personal networks and contacts
• Growth mindset and sales experience strongly preferred
• Must possess uncompromising integrity
• Strong written and verbal communication skills are required to effectively share complex ideas
• Savvy business sense required

Qualities That We Look For In Our Agents

• Sales experience preferred – an enterprising mindset
• Strong communication skills, both written and verbal
• Desire to help others
• Strong business acumen
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

About Company

As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Other

We’ve built a strong company, one that puts its clients first. We have confidence in our products, but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the fieldwork provide one-on-one support and guidance to every Agent they hire.

Referrals increase your chances of interviewing at Wizehire by 2x. Get notified about new Financial Professional jobs in Melville, NY. This page also lists various regional postings and example salary ranges for nearby locations.

Location data and salary ranges shown are indicative and may not reflect current openings.