Financial Advisor

New York Life - Uniondale; Uniondale (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

New York Life - Uniondale is seeking a Financial Advisor to join our team in Uniondale, NY. You will meet with clients, present insurance and investment solutions, and build lasting relationships while navigating regulatory changes with guidance from our training resources.

The role emphasizes client service, goal attainment, and using personal strengths in communication to expand the client base. We offer comprehensive training and advancement opportunities within a supportive culture.

Qualifications

• Willingness to learn about the insurance industry and applicable regulations.
• Excellent analytical, interpersonal, and communication skills.
• Must have or be willing to obtain an insurance license.
• Experience with accounting or sales software is beneficial.

Responsibilities

• Conduct meetings with new and potential clients to present suitable insurance policies.
• Stay updated on rules/policies to adjust programs for clients.
• Maintain logs of sales data, client reports and records for tracking progress.
• Pursue new clients through marketing to grow the policyholder portfolio.
• Tailor risk management strategies to each customer's needs.

Skills

Communication skills

Customer service

Willingness to learn

Analytical skills

Education

High school diploma

Bachelor's degree

Tools

Sales 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 and investment agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our financial professional position has the solid communications skills it takes to drive 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

• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs

Qualifications

• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• Candidates must have or be willing to get an insurance license
• Experience using accounting or sales-related software is beneficial
• High school diploma required; bachelor’s degree a plus

• 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.