Growth-Focused Financial Advisor - Training & $120k+

New York Life - Uniondale; Uniondale (NY); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

New York Life - Uniondale is seeking a Financial Advisor to join our team in Uniondale, NY. You will meet with clients, present insurance and investment solutions, and build lasting relationships while navigating regulatory changes with guidance from our training resources.

The role emphasizes client service, goal attainment, and using personal strengths in communication to expand the client base. We offer comprehensive training and advancement opportunities within a supportive culture.

Qualifikationen

• Willingness to learn about the insurance industry and applicable regulations.
• Excellent analytical, interpersonal, and communication skills.
• Must have or be willing to obtain an insurance license.
• Experience with accounting or sales software is beneficial.

Aufgaben

• Conduct meetings with new and potential clients to present suitable insurance policies.
• Stay updated on rules/policies to adjust programs for clients.
• Maintain logs of sales data, client reports and records for tracking progress.
• Pursue new clients through marketing to grow the policyholder portfolio.
• Tailor risk management strategies to each customer's needs.

Kenntnisse

Communication skills

Customer service

Willingness to learn

Analytical skills

Ausbildung

High school diploma

Bachelor's degree

Tools

Sales software

Jobbeschreibung

New York Life - Uniondale is seeking a Financial Advisor to join our team in Uniondale, NY. You will meet with clients, present insurance and investment solutions, and build lasting relationships while navigating regulatory changes with guidance from our training resources.

The role emphasizes client service, goal attainment, and using personal strengths in communication to expand the client base. We offer comprehensive training and advancement opportunities within a supportive culture.