Financial Adviser

Simple Staffing; Melville (NY); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Paid time off

Parental leave

Vision insurance

Job summary

New York Life Insurance Company, partnered with Simple Staffing, is seeking licensed individuals to meet with prospective clients, assess financial needs, and guide them toward suitable life and health solutions. The role emphasizes self-motivation, disciplined work habits, and strong organization to manage client meetings and follow-ups effectively.

Licensing within stipulated timelines is required, with company-paid support for the Life & Health license and FINRA registrations.

Qualifications

• Obtain Life & Health insurance license within 30 days (company-paid).
• Obtain FINRA SIE, Series 6 or 7, and Series 63 registrations within 120 days (company-paid).
• Meet and contact prospective clients to discuss financial concerns and goals.
• Conduct information-gathering meetings to assess client needs.
• Highly self-motivated and self-disciplined, with the ability to work independently.
• Strong organizational, time-management, and attention-to-detail skills.
• Demonstrated sales, analytical, decision-making, interpersonal, leadership, and communication skills.

Responsibilities

• Meet and contact prospective clients to discuss financial concerns and goals.
• Conduct information-gathering meetings to assess client needs.
• Work independently with high self-motivation and discipline.
• Maintain organization and attention to detail in daily activities.
• Apply sales and communication skills to build and maintain client relationships.

Skills

Sales

Communication

Interpersonal

Leadership

Time management

Attention to detail

Analytical

Decision-making

Job description

* Simple Staffing is hiring for this position on behalf of New York Life Insurance Company *

About New York Life

Founded in 1845, New York Life Insurance Company is the largest mutual life insurance company in the United States and one of the most respected names in the financial services industry. New York Life is a Fortune 100 mutual company with over 175 years of history helping Americans protect their families and achieve financial security. As a mutual company, we are accountable only to our policyholders—not Wall Street—allowing us to focus on long-term value and stability.

With more than $760 billion in assets under management and a history of responsible investing and risk management, New York Life remains a leader in life insurance, retirement income, investments, and estate planning.

Job Requirements:

• Obtain Life & Health insurance license within 30 days of acceptance (company-paid)
• Obtain FINRA SIE, Series 6 or 7, and Series 63 registrations within 120 days (company-paid)
• Meet and contact prospective clients to discuss financial concerns and goals
• Conduct information-gathering meetings to assess client needs
• Highly self-motivated and self-disciplined, with the ability to work independently
• Strong organizational, time-management, and attention-to-detail skills
• Demonstrated sales, analytical, decision-making, interpersonal, leadership, and communication skills

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
  

Benefits

Health insurance, Dental insurance, 401(k), Vision insurance, Flexible schedule, Tuition reimbursement, Life insurance, 401(k) matching, Retirement plan, Professional development assistance, Other