Financial Professional

We are seeking a Financial Professional to join our team in Windsor, CT! You will deliver personalized protection and investment solutions to help clients work toward their long-term financial goals.

• Advise clients on protection and investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

• Previous experience in sales, financing, or other related fields
• Familiarity with investment products and services
• Excellent communication skills and ability to build client relationships
• Client-focused mindset with the ability to provide tailored financial solutions
• Strong analytical and critical thinking skills

• An award-winning training program to help you get started
• Mentorship and professional development and training
• A culture that promotes diversity, inclusion, acceptance and new ideas
• Full financial support for all licenses (CT Life/Health, SIE/FINRA), certifications, and professional designations

There are few Fortune 100 companies as renowned as we are for our diverse culture, training, and career opportunities. So it should not be surprising that when you work at New York Life—whether as an agent or one of our valued corporate employees—you’re backed by unyielding support, development, and resources. Start here to discover the right career track for you.