Financial Wellness Advisor — Flexible Training & Growth Path

New York Life Wayne PA; City of White Plains (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life in White Plains, NY is seeking an Insurance Agent to help clients achieve their financial goals while building a rewarding career. You will guide individuals, families, and businesses toward a tailored financial strategy across our broad product lines.

The role emphasizes one-on-one guidance and strong communication, with training that blends in-office sessions and an online portal for flexible learning. A Fast Track to Management is available for qualified professionals.

Qualifications

• Sales experience and entrepreneurial mindset.
• Excellent communication skills.
• Desire to help others and build client relationships.
• Strong business acumen and networking ability.
• Perseverance in the face of a challenge.
• Ability to engage your community and leverage personal networks/contacts.

Responsibilities

• Help clients achieve their financial goals.
• Provide one-on-one support and guidance to every client they hire.

Skills

Sales experience

Communication skills

Desire to help others

Business acumen

Perseverance

Community engagement & networking

Job description

New York Life in White Plains, NY is seeking an Insurance Agent to help clients achieve their financial goals while building a rewarding career. You will guide individuals, families, and businesses toward a tailored financial strategy across our broad product lines.

The role emphasizes one-on-one guidance and strong communication, with training that blends in-office sessions and an online portal for flexible learning. A Fast Track to Management is available for qualified professionals.