Financial Advisor

Responsibilities

• 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.
• Anticipate future needs of all clients and work with senior-level advisors to call on established clients to renew and upgrade accounts.
• Develop long-term relationships with clients and underwriters.
• Assist clients with concerns and service issues as needed.
• Reach agreed-upon sales targets monthly.

Qualifications

• Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Willing to help others.

About New York Life - Uniondale

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.

Pay

$120,000 - $120,000/year