Financial Service Pro: Start Your Client Advisory Career

New York Life Insurance Co.; Melville (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive training program

Marketing support

Job summary

New York Life Insurance Co. in Melville, NY is seeking a driven Financial Service Professional to offer a broad range of financial products and services to clients building strong financial foundations.

The role includes delivering personalized advice, developing a clientele, and presenting educational financial strategies. Training, support, and professional development are provided through a comprehensive three-year program; compensation is $60,000–$100,000 yearly.

Qualifications

• Ability to successfully network to prospect new potential clients is a must.
• Uncompromising integrity and the ability to communicate complex programs and ideas is required.
• Strong relationship management and advisory skills are essential.

Responsibilities

• Assess client life and financial needs to craft personalized plans using available products.
• Provide financial advice and strategies through meetings or seminars tailored to risk tolerance and goals.
• Help clients implement recommendations such as life insurance, savings plans, and mutual funds.
• Identify and generate prospects through social media and other tools, building trusted advisory relationships.
• Collect and organize client financial information to determine status, goals, cash flow, and expectations.

Skills

Networking

Relationship management

Integrity

Communication

Tools

CRM software

Job description

New York Life Insurance Co. in Melville, NY is seeking a driven Financial Service Professional to offer a broad range of financial products and services to clients building strong financial foundations.

The role includes delivering personalized advice, developing a clientele, and presenting educational financial strategies. Training, support, and professional development are provided through a comprehensive three-year program; compensation is $60,000–$100,000 yearly.