Financial Advisor

New York Life - Uniondale; Uniondale (NY); On-site; USD 108,000 - 132,000; Full time

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.

Skills

Communication skills

Sales experience

Customer service

Interpersonal skills

Analytical skills

Education

High school diploma

College degree a bonus

Tools

Microsoft Office

Sales lead software

Job description

Financial Advisor

New York Life - Uniondale Uniondale, New York, United States

About this position

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

Compensation:

$120,000+ at plan earnings

Responsibilities:

• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied

Qualifications:

• Valid insurance license required or candidates must be willing to get licensed
• Working knowledge of accounting and sales lead software is a plus
• Fundamental computer skills such as experience with Microsoft Office
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
• High school diploma necessary; college degree a bonus

• Willingness to learn about investments, investment programs, and the language used to approach clients and prospects when discussing these services. Willingness to obtain necessary licenses (SIE, Series 63, Series 7)

About Company

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact. #WHGEN2