Financial Services Advisor: Insurance & Wealth Growth

New York Life Insurance Company; Melville (NY); On-site; USD 55,000 - 95,000; Full time

Job summary

New York Life Insurance Company is seeking a Financial Professional to develop client relationships, assess financial needs, and advise on insurance and financial solutions for individuals, families, and business owners. This full-time role emphasizes building a client base, meeting clients, and ongoing education in financial services.

No prior financial services experience is required; licensing and registrations will be supported.

Qualifications

• Strong communication and interpersonal skills are essential.
• Willingness to obtain required licenses and registrations.
• Commitment to continued learning and professional development.

Responsibilities

• Build and manage a client base.
• Meet with individuals, families, and business owners.
• Identify financial priorities and long-term goals.
• Discuss life insurance and other protection strategies.
• Explore retirement and wealth-building solutions.
• Develop professional and referral networks.
• Conduct regular client reviews and maintain ongoing relationships.
• Complete required training and obtain licenses and registrations.
• Continue to develop knowledge of insurance and financial services.

Skills

Strong communication

Interpersonal skills

Self-motivation

Sales interest

Relationship building

Licensing willingness

Professional development

Job description

New York Life Insurance Company is seeking a Financial Professional to develop client relationships, assess financial needs, and advise on insurance and financial solutions for individuals, families, and business owners. This full-time role emphasizes building a client base, meeting clients, and ongoing education in financial services.

No prior financial services experience is required; licensing and registrations will be supported.