Financial Advisor | Flexible Schedule & Wealth Growth

Simple Staffing

Melville (NY)

On-site

USD 60,000 - 120,000

Full time

9 days ago

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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.