Financial Sales Representative

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

Job summary

New York Life - Uniondale is seeking a Financial Sales Representative to help clients achieve their financial goals through personalized planning and advisory services. You will build strong client relationships, assess needs, and recommend insurance, investments, and retirement solutions.

Ideal candidates have strong communication, math, and relationship skills, plus familiarity with MS Office, CRM systems, and financial planning tools.

Qualifications

• A Bachelor’s degree in finance, business administration or related analytical field is required.
• FINRA Series 7 & 63/66 preferred but not required.
• Working knowledge of financial products and wealth management essential.
• Exemplary math, communication, and relationship skills for client service.
• Experience with MS Office, Excel, CRM systems, and financial planning software is desired.

Responsibilities

• Customize financial plans for clients based on their circumstances and goals.
• Develop relationships with new clients and serve as their trusted financial advisor.
• Provide strategic product, plan, and investment recommendations to help clients meet goals.
• Analyze cash flow, financial status, and assets to define objectives.
• Be coachable, organized, and participate in training opportunities.
• Qualify prospective clients and explain insurance, investments, and planning needs.
• Develop investment portfolios and high-level sales presentations for client acquisitions.
• Renew and upgrade accounts with established clients and underwriters.
• Assist clients with concerns and service issues; reach sales targets monthly.

Skills

Strong communication

Mathematical aptitude

Client relationship skills

Sales aptitude

CRM proficiency

Education

Bachelor's degree in finance, business administration, or related field

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Suite

Job description

Financial Sales Representative

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

About this position

DISCLAIMER- This firm will only accept applicants in and around the NYC/Long Island area

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their financial goals. Successful financial planning is rooted in excellent communication, forward-thinking skills, superb networking, and effective decision-making.

Compensation:

$120,000

Responsibilities:

• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Be a coachable, organized team member interested in pursuing training development and educational opportunities

• Network with and qualify prospective clients and explain the features and merits of insurance, investments, and other planning needs.
• Develops investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
• Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
• Develops long-term relationships with clients and underwriters.
• Assists clients with concerns and service issues as needed.
• Reaches agreed-upon sales targets monthly.

Qualifications:

• A Bachelor's degree in finance, business administration, or alternate related analytical field is required
• Valid FINRA Series 7 & 63/66 preferred but not required
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

• Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Be willing to help others.
• New York Life will pay for and cover all expenses for training and the exam.
• Sales: 1 year (preferred).

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.

Salary Information

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