Associate Financial Advisor at New York Life - Uniondale – Uniondale, New York

Come work for a Fortune 100 company that is top in the industry, and has opportunities for excellent income potential and advancement in the company. You will be able to help incoming prospects with high-level financial planning and wealth management. You will also help them with their need for protection and proper planning from the ground up.

New York Life is looking for motivated, stable career-minded sales agents who are looking to be successful within the financial planning and insurance industry with an upbeat, positive attitude and professional etiquette.

Benefits

• Mission-driven, values-based culture.
• Competitive pay.
• Career advancement
• Medical, dental, and vision options.
• Upbeat, professional, and fun office environment and culture.
• Company-sponsored events & travel
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Vision insurance

Ability to Commute:

• Uniondale, NY 11553 (Required)

Ability to Relocate:

• Uniondale, NY 11553: Relocate before starting work (Required)

Work Location: In person

$85,000 - $150,000

• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• 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
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

• Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs.
• Develop 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.
• Assist clients with concerns and service issues as needed.
• Reach agreed-upon sales targets monthly.

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Valid FINRA Series 7 & 63/66 preferred but not required

• Interpersonal, communication and presentation skills
• Driven, motivated, and coachable
• Be willing to help others
• New York Life will pay and cover all expenses for training and 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.