Financial Adviser

Company: New York Life Insurance Company
Location: Flushing
Posted on: March 17, 2025

Job Description:

Full job description

Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.

As a Financial Services Professional at New York Life, you'll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based role, you'll run your own practice with the support of a Fortune 100 company. You'll offer customized solutions through life insurance, investments, and long-term care insurance. Your hard work will be valued and rewarded, helping you and your clients build a secure future. This position offers a hybrid work schedule, blending in-office work with community events, networking, and relationship-building.

Qualifications

Excellent communication and interpersonal skills.
Minimum 3 years of sales experience in sales, customer service, or consulting (preferred).
Life, Accident, and Health license required or willingness to obtain within a reasonable time.
Series 7, 66, or 63 license preferred but not required.
A desire for an entrepreneurial mindset and a passion to help others.
Strong knowledge of sales techniques and strategies.



Responsibilities

Understanding the needs and financial concerns of clients and providing solutions
Educating clients on how to plan for their future financially if the event of unfortunate life circumstances occur
Networking and building your personal book of business through establishing professional networks and prospecting for new clients
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security



It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment



Do you consider yourself to have these qualities?

Sales knowledge
Entrepreneurial mindset
Strong communication skills and ability to talk to anyone easily
Enjoy engaging in your community and networking
Self-starter and eager to learn new things



Training/Resource Benefits

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship
Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to a successful career
Support from corporate development managers and product consultants to assist you
Access to state-of-the-art marketing support
In conjunction within office trainings, we've created a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
You can read in full about all benefits for our Financial Professional role here: https://www.nylbenefits.com/agents
We have Fast Track to Management opportunities for qualified professionals once established in the career.



As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interest and priorities. We had over 180 years of industry success. Some of our accolades include:

A promise to work with you to build a strong financial future for both you and your clients
#71 on Fortune 100 in 2019
Most MDRT2 members in any United States Mutual company 2019
Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 7/30/18



New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

1.) Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason.

2.) MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019



Benefits:



401(k)
Dental insurance
Disability insurance
Flexible spending account
Health insurance
Life insurance
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance



Job Types: Full-time

Work Location: Flushing, NY 11354

Keywords: New York Life Insurance Company, New York , Financial Adviser, Accounting, Auditing , Flushing, New York