Growth-Oriented Financial Solutions Advisor

New York Life; Windsor (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life seeks a driven Financial Professional to build a personal client base, proactively pursue opportunities, and deliver tailored financial solutions that help clients reach their financial goals.

In a sales-driven environment, you will cultivate relationships, conduct needs-based consultations, and provide ongoing service to ensure client confidence and long-term financial security.

Qualifications

• Proven ability in sales, business development, or client acquisition, with a focus on consultative, needs-based selling.
• Strong interpersonal and communication skills - you listen first, then guide clients with clarity and confidence.
• High ethical standards and client-safety mindset, always prioritizing the client's best interests.
• Self-motivated and goal-oriented, with the resilience to prospect, follow-up, and grow practice over time.
• Strong organizational skills to manage client information, maintain compliance, and support long-term relationships.
• Commitment to continuous learning staying informed about financial products, markets, and regulations.
• Multilingual skills a plus, with the ability to connect with and serv diverse clientele.

Responsibilities

• Proactively engage in outside sales activities to expand your client base while prioritizing trust and long-term relationships.
• Take a holistic, needs- based approach listening to clients, understanding their unique goals, and recommending solutions that prioritize their financial safety and security.
• Provide ongoing service and support through personalized follow-ups, reviews, and clear communication to ensure clients feel informed and confident in their decisions.
• Accurately document and maintain client information while supporting compliance with industry regulations.
• Utilize multilingual skills and interpersonal skills to effectively connect with a diverse range of clients.

Skills

Sales excellence

Client acquisition

Relationship building

Multilingual communication

Job description

New York Life seeks a driven Financial Professional to build a personal client base, proactively pursue opportunities, and deliver tailored financial solutions that help clients reach their financial goals.

In a sales-driven environment, you will cultivate relationships, conduct needs-based consultations, and provide ongoing service to ensure client confidence and long-term financial security.