Financial Professional - Fast Track to Leadership

Nutleychamber; Saddle Brook (NJ); Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

401(k)

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

New York Life is seeking a Financial Professional on an accelerated path to management in Saddle Brook, NJ. You will start in a client-facing role, guiding clients through financial solutions and building lasting relationships in a hybrid office setting.

You will learn the products, lead client interactions, and progress toward leadership roles such as Partner and Managing Partner within 12–24 months based on performance. Training emphasizes sales, compliance, and team development.

Qualifications

• Proven experience in outside sales or retail sales is preferred.
• Strong negotiation skills with the ability to influence decisions positively.
• Excellent communication skills, both verbal and written.

Responsibilities

• Develop and maintain strong relationships with clients through effective communication and customer service.
• Conduct thorough needs analysis to understand client financial situations and objectives.
• Provide expert advice on various financial products including insurance, retirement plans, and investment options.
• Engage in outside sales activities to expand your client base and promote financial services.
• Utilize negotiation skills to close sales and ensure client satisfaction.
• Assist clients with benefits administration and provide guidance on HIPAA compliance where necessary.
• Collaborate with team members on marketing strategies to enhance outreach efforts.
• Maintain accurate records of client interactions and transactions through sales administration processes.
• Participate in telemarketing campaigns to generate leads and follow up with potential clients.
• Stay informed about industry trends and continuously improve analysis skills to better serve clients.

Skills

Outside sales

Negotiation

Communication

Bilingual

Insurance sales

Customer service

Marketing

Benefits administration

Financial analysis

Job description

New York Life is seeking a Financial Professional on an accelerated path to management in Saddle Brook, NJ. You will start in a client-facing role, guiding clients through financial solutions and building lasting relationships in a hybrid office setting.

You will learn the products, lead client interactions, and progress toward leadership roles such as Partner and Managing Partner within 12–24 months based on performance. Training emphasizes sales, compliance, and team development.