EntryLevel Financial Advisor

NYL - Patrick Piscitelli; Bridgewater (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

NYL - Patrick Piscitelli in Massachusetts seeks an energetic sales leader to develop and expand our financial advisory practice. You will recruit, coach, and manage a team of agents, drive revenue growth, and guide associates through a six‑month training program and the Associate Partner path.

You will build relationships, identify prospects, and present a broad range of financial products while maintaining integrity and client focus to achieve financial goals.

Qualifications

• 3–5 years of experience in insurance or investment sales management, or leadership in a sales department.
• Excellent communication, leadership, and analytical skills.
• Proven track record of sales success.
• Experience in financial services and/or insurance industry is required.
• Sales experience is required.

Responsibilities

• Create customized financial plans using products and services based on client needs.
• Research and provide financial advice through meetings or seminars suited to risk tolerance and objectives.
• Recruit, develop, and expand the advisor team across the state.
• Lead and motivate the sales team by setting targets and overseeing training programs.
• Coach team members, evaluate performance, and suggest improvements.
• Identify new sales opportunities and lead-generation programs to sustain growth.
• Build and execute business plans to expand sales volume and goals.
• Assist agents in presenting client solutions using a comprehensive set of financial products.
• Transition into Associate Partner after program requirements are met.
• Develop long-term strategy and hands-on experience while helping clients achieve goals.
• Hire and grow your financial professional team as an associate partner.
• Participate in Associate Partner Training Program for success.

Skills

Networking

Relationship management

Communication

Leadership

Sales experience

Industry knowledge

Job description

Responsibilities

• Create customized financial plans using our products and services based on each client’s potential life and financial needs.
• Research and provide financial advice and strategies through educational meetings or seminars suitable for client risk tolerance and financial objectives.
• Implement social media and other marketing tools to identify, seek, and generate prospects, fostering long‑term relationships.
• Collect personal financial information from each client, including status, cash flow, and expectations for documentation in our CRM.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Hire, develop, and expand our field of advisors across the state.
• Lead and motivate the sales team by setting a sales plan for each associate, identifying individual sales targets, and overseeing training programs.
• Coach and counsel sales team members, evaluate their performance, and offer suggestions for improvement.
• Identify new sales opportunities, emerging markets, and lead‑generation programs to sustain growth.
• Build and execute business plans to expand sales volume and set new sales goals.
• Assist agents in presenting client solutions using a comprehensive array of financial products and services.
• Transition into management as an Associate Partner once program requirements are achieved.
• Develop a personalized, long‑term strategy and gain hands‑on experience while assisting clients in achieving their financial goals.
• Select, hire, and grow your financial professional team as an associate partner.
• Facilitate success as a manager by participating in a six‑month Associate Partner Training Program.

Qualifications

• Ability to network and prospect for new clients.
• Effective relationship management skills.
• Uncompromising integrity and skill in communicating complex ideas.
• 3‑5 years of experience in insurance or investment sales management, or leadership in a sales department.
• Exemplary communication, leadership, and analytical skills.
• Proven track record of sales success.
• Experience in the financial services and/or insurance industry is required.
• Sales experience needed.

Desired attributes

• Highly motivated.
• Goal‑oriented.
• Strong communicator.
• Organized.
• Seeking a rewarding and challenging career.

Compensation

$80,000–$100,000 per year.

Equal Opportunity Employer. M/F/D/V.