Entry Level/Senior Financial Sales-Accelerated Path to Management

New York Life; Melville (NY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

New York Life, located in Melville, NY, is seeking an Entry Level/Senior Financial Sales professional for a hybrid role. This position emphasizes building relationships with clients, educating them on financial solutions, and managing their financial goals.

Applicants should possess key skills such as Sales Finance and Communication, and a bachelor’s degree is preferred. The role includes responsibilities like client meetings, financial analyses, and product presentations, with opportunities for career advancement.

Qualifications

• Skills in Sales Finance and understanding financial products.
• Strong analytical skills to assess client needs.
• Excellent communication skills to explain complex concepts.

Responsibilities

• Prospecting and qualifying leads.
• Conducting client meetings and performing basic financial analyses.
• Presenting tailored product recommendations.

Skills

Sales Finance

Analytical Skills

Communication

Customer Service

Education

Bachelor's degree or equivalent experience

Job description

Company Description

New York Life is a mutual company with over 180 years of history helping individuals and families achieve long-term financial goals through insurance, investments, retirement, and advisory services. The organization is committed to transparency, integrity, and objectivity, and supports local communities through a strong culture of giving and volunteerism backed by the New York Life Foundation. Team members benefit from resources and programs focused on career development, collaboration, innovation, and diversity and inclusion. New York Life is an Equal Opportunity Employer, welcoming applicants of all backgrounds and identities. Certain investment and advisory products are offered through affiliated entities, with specific licensing and disclosure requirements for agents.

Role Description

This full‑time Entry Level/Senior Financial Sales role offers an accelerated path to management and is based in Melville, NY in a hybrid work arrangement, combining time in the office with some work from home flexibility. In this role, you will build and manage relationships with clients, educate them on New York Life’s insurance, investment, and retirement solutions, and help them develop strategies to meet their financial goals.

Day‑to‑day responsibilities include prospecting and qualifying leads, conducting client meetings, performing basic financial needs analyses, presenting tailored product recommendations, and following up to ensure ongoing client satisfaction. You will collaborate with mentors and managers, participate in structured training programs, and work toward leadership responsibilities such as coaching newer team members and contributing to sales team performance. The role requires adherence to regulatory and compliance standards, accurate documentation of client interactions, and consistent achievement of sales and activity targets.

Qualifications

• Candidates should possess skills in Sales Finance and Finance, with the ability to understand financial products and basic planning concepts.
• Candidates should possess strong Analytical Skills to assess client needs, interpret financial information, and identify suitable solutions.
• Candidates should possess excellent Communication skills for explaining complex concepts clearly and building trust with diverse clients.
• Candidates should possess Customer Service skills to provide responsive support, maintain long‑term client relationships, and handle inquiries professionally.
• Additional beneficial qualifications include a bachelor’s degree or equivalent experience, interest in a long‑term career in financial services and management, willingness to pursue relevant licenses (such as state insurance and securities licenses), goal‑oriented mindset, ethical judgment, and comfort working in a performance‑driven environment.