Relationship-Driven Financial Advisor — Training Provided

New York Life Insurance Co.; Pennsylvania; On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life Insurance Co. is seeking motivated, relationship-driven individuals for a career in financial services. No prior financial services experience required. Training and licensing guidance will be provided to help you learn the business and meet licensing requirements.

You’ll work with individuals, families, and business owners to understand goals and identify strategies that align with their needs, focusing on building long-term relationships and ongoing financial education.

Qualifications

• Strong communicators and relationship builders.
• Self-motivated and goal-oriented.
• Entrepreneurial and comfortable developing new business.
• Coachable and committed to continuous learning.
• Organized and able to manage their time effectively.
• Comfortable networking and meeting new people.
• Passionate about helping individuals and families work toward their financial goals.

Responsibilities

• Building and maintaining long-term client relationships
• Developing a network of prospective clients through referrals, networking, and community involvement
• Learning about clients’ financial goals, priorities, and concerns
• Educating clients on insurance and financial products and solutions
• Helping clients develop strategies for financial protection, retirement, and other long-term goals
• Conducting regular client reviews as needs and circumstances change
• Continuing to develop your financial knowledge and professional skills

Skills

Relationship Building

Communication

Sales & BD

Customer Service

Networking

Consultative Selling

Leadership

Client Management

Time Management

Job description

New York Life Insurance Co. is seeking motivated, relationship-driven individuals for a career in financial services. No prior financial services experience required. Training and licensing guidance will be provided to help you learn the business and meet licensing requirements.

You’ll work with individuals, families, and business owners to understand goals and identify strategies that align with their needs, focusing on building long-term relationships and ongoing financial education.