Financial Services Professional

WizeHire, Inc; Melville (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life is seeking a driven financial professional to join our Melville, NY office. This in-office role focuses on helping individuals and families protect their financial future through tailored insurance and retirement planning solutions.

You will develop client relationships, educate on coverage options, and guide clients through planning for retirement and college savings. Local candidates only, relocation not considered; strong training and sales support are provided.

Qualifications

• Must reside within commuting distance of Melville, NY office.

Responsibilities

• Help clients secure financial protection and retirement planning.
• Assist families with college-savings strategies.
• Provide guidance on life insurance, annuities and related products.
• Build and maintain long-term client relationships.

Skills

Sales

CRM

Communication

Coachable

Job description

LOCAL CANDIDATES ONLY: Applicants must currently reside within commuting distance of our Melville, NY office. This is an in-office position. Candidates seeking to relocate to the area will not be considered.

Are you a leader who has the following traits?

• Competitive

• Ambitious

• Coachable

• Communicative

• Self-disciplined

• Authentic

If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

What we're looking for...

We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a financial professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.