Impactful Financial Advisor – Training, Licenses & Growth

New York Life Insurance Co.

Harrisburg (Dauphin County)

On-site

USD 45,000 - 75,000

Full time

7 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k)
Pension plan
Disability insurance

Job summary

New York Life Insurance Co. is seeking motivated Financial Professionals in Central Pennsylvania to build meaningful client relationships and develop personalized financial strategies for individuals, families, and business owners.

No prior financial services experience is required, as structured training and mentorship are provided to help you obtain the state licenses and securities registrations needed for your role. Compensation and earning opportunities will be discussed during interviews.

Qualifications

  • Bachelor’s degree preferred, but not required.
  • Ability and willingness to obtain required licenses and registrations.
  • Strong communication and interpersonal skills.
  • Self-motivated, goal-oriented and entrepreneurial mindset.
  • Professional, leadership, sales, or business experience is a plus.

Responsibilities

  • Build and maintain meaningful, long-term client relationships.
  • Learn about clients’ goals, priorities, and financial needs.
  • Develop personalized financial strategies based on each client’s situation.
  • Educate clients on financial solutions and planning strategies.
  • Build your professional network through referrals, networking, and community involvement.
  • Strengthen your expertise through ongoing training, mentorship, and coaching.

Skills

Communication skills
Interpersonal skills
Self-motivated
Willingness to learn
Networking abilities
Entrepreneurial mindset

Education

Bachelor’s degree preferred

Tools

CRM software
MS Office

Job description

New York Life Insurance Co. is seeking motivated Financial Professionals in Central Pennsylvania to build meaningful client relationships and develop personalized financial strategies for individuals, families, and business owners.

No prior financial services experience is required, as structured training and mentorship are provided to help you obtain the state licenses and securities registrations needed for your role. Compensation and earning opportunities will be discussed during interviews.

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