Entry-Level Insurance Advisor — Growth & Training

New York Life - Uniondale

Uniondale (NY)

On-site

USD 108,000 - 132,000

Full time

10 days ago

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Job summary

New York Life - Uniondale is seeking an entry-level Financial Advisor to begin a career in insurance sales with comprehensive training and licensing support. You will learn effective client engagement, plan presentation, and compliance processes within a supportive team environment in Uniondale, NY.

The role emphasizes building client relationships, ongoing product education, and a focus on customer service.

Qualifications

Valid insurance license required or candidates must be willing to get licensed.
Experience with Microsoft Office.
Strong analytical, communication, and interpersonal skills; customer service experience a plus.
High school diploma necessary; college degree a bonus.
Willingness to learn about investments and obtain licenses (SIE, Series 63, Series 7).

Responsibilities

Implement marketing strategies including cold calling and networking to connect with potential clients while maintaining a portfolio of current clients.
Listen to clients to evaluate their needs and present insurance plan options for their circumstances.
Update reports, records, bookkeeping, and other tools to report progress toward monthly sales goals.
Collaborate with policyholders to develop insurance risk management and policy options for evolving needs.
Stay educated about various types of insurance and policy changes to ensure client satisfaction.