Financial Sales Professional in Uniondale, New York at New York Life - Uniondale

Join us at New York Life, where your talent for listening and analytical thinking can shape meaningful futures. As a Financial Sales Professional, you’ll dive into the dynamic world of finance, helping individuals, families, and businesses secure their financial well-being. Your role will empower you to cultivate long-term relationships, providing bespoke insurance, investment, and retirement solutions. Our culture thrives on collaboration and professional growth, ensuring you have the support and resources to excel. You'll find opportunities to build a meaningful career while making a lasting impact. If you’re passionate about financial data, estate planning, and business administration, and have a keen eye for detail, we’d love for you to apply and grow with us.

$120,000

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

• 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.

• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Requires a Bachelor’s degree in business administration, finance, or other related field

• 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 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.