Financial Sales Representative

New York Life - Uniondale, Uniondale, New York, United States

DISCLAIMER
- This firm will only accept applicants in and around the NYC/Long Island area

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their financial goals. Successful financial planning is rooted in excellent communication, forward-thinking skills, superb networking, and effective decision-making.

$120,000

• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Be a coachable, organized team member interested in pursuing training development and educational opportunities

• Network with and qualify prospective clients and explain the features and merits of insurance, investments, and other planning needs.
• Develops investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
• Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
• Develops long-term relationships with clients and underwriters.
• Assists clients with concerns and service issues as needed.
• Reaches agreed-upon sales targets monthly.

• A Bachelor's degree in finance, business administration, or alternate related analytical field is required
• Valid FINRA Series 7 & 63/66 preferred but not required
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

• Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Be willing to help others.
• New York Life will pay for and cover all expenses for training and the exam.
• Sales: 1 year (preferred).

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Share this Job:

I agree to receive messaging notifications regarding my applications at the phone number provided. MSG & Data rates may apply. MSG frequency varies. Reply help for help and stop to end. For more information view our terms of service and privacy policy.