Entry-Level Life Insurance Sales Pro

NYL Nassau-Suffolk Region; Melville (NY); On-site; USD 75,000 - 100,000; Full time

Job summary

A leading financial services company in Melville, NY is seeking a motivated individual for a financial advisor role. The position involves building client relationships and developing tailored financial strategies to help clients achieve their financial goals. Responsibilities include identifying new clients, providing financial recommendations, and utilizing CRM tools. Candidates should possess a strong work ethic, integrity, and excellent communication skills. Compensation ranges from $75,000 to $100,000 annually, alongside various benefits.

Qualifications

• Must exhibit uncompromising integrity and effectively communicate complex programs.
• Highly self-motivated and able to work independently.
• Outgoing personality with a sincere desire to help others.

Responsibilities

• Leverage marketing tools to identify and secure new clients.
• Collect and organize client financial information using a CRM.
• Provide financial recommendations for savings plans and investments.
• Participate in educational meetings relevant to clients.
• Develop tailored financial plans considering individual needs.
• Help clients develop long-term financial strategies.
• Build your practice to assist the community.

Skills

Integrity

Relationship management skills

Networking ability

Self-motivated

Detail-oriented

Time management

Listening skills

Tools

CRM software

Job description

A leading financial services company in Melville, NY is seeking a motivated individual for a financial advisor role. The position involves building client relationships and developing tailored financial strategies to help clients achieve their financial goals. Responsibilities include identifying new clients, providing financial recommendations, and utilizing CRM tools. Candidates should possess a strong work ethic, integrity, and excellent communication skills. Compensation ranges from $75,000 to $100,000 annually, alongside various benefits.