Now Hiring - New York Life - Financial Sales Representative in Uniondale, NY

Full description of the position

Financial Professional/Advisor / Wealth Planning Associate New York Life | (Office & Field) Please Note: An associate's degree and sales or marketing experience are expected. Candidates must be able to travel to the office 34 days per week and be willing to invest the time and effort necessary for professional development, licensing, and ongoing training. Build a Career That Matters New York Life, a Fortune 100 company and one of the most respected financial institutions in the industry, is seeking driven, professional, and growth- oriented individuals to join our team as Financial Advisor / Wealth Planning Associates. This is not a typical sales position. We are looking for individuals who want to become trusted advisors, helping clients make important decisions regarding wealth accumulation, retirement planning, risk management, business planning, and legacy strategies. The right candidate is motivated by excellence, personal growth, professional development, and making a meaningful impact in the lives of others. If you are looking for an easy paycheck, a short-term opportunity, or a highly structured corporate role with minimal accountability, this position is likely not the right fit. If you are coachable, disciplined, relationship-driven, and committed to becoming a top-performing professional, we want to speak with you. What You'll DoClient Development & Relationship Building

• Network and build relationships with prospective clients.
• Conduct discovery meetings to understand financial goals, concerns, and opportunities.
• Develop and maintain a pipeline of qualified prospects through referrals, networking, and community involvement.
• Build long-term relationships based on trust, service, and professional guidance. Financial Planning & Advisory Services
• Assist clients with comprehensive financial planning needs.
• Help design strategies involving:
• Wealth accumulation
• Retirement planning
• Life insurance
• Disability income protection
• Long-term care planning
• Estate and legacy planning
• Work alongside experienced advisors and specialists to deliver sophisticated solutions. Ongoing Client Service
• Conduct periodic reviews and strategy updates.
• Anticipate future client needs and opportunities.
• Assist clients with service requests and account-related concerns.
• Maintain high standards of professionalism and responsiveness. Professional Growth
• Participate in New York Life's industry-leading training and development programs.
• Obtain required state and federal licenses (training and exam costs covered by New York Life).
• Learn from experienced advisors and leadership mentors.
• Continuously develop expertise in financial planning and client relationship management. Who Thrives Here We are seeking individuals who demonstrate:
• Exceptional integrity and professionalism
• Strong interpersonal and communication skills
• A growth mindset and willingness to be coached
• High personal accountability
• Strong work ethic and self-discipline
• Confidence in building relationships and conducting professional presentations
• A genuine desire to help others improve their financial futures
• Long-term career commitment

Preferred Qualifications

• Associate's Degree or higher
• 1+ year of sales, marketing, business development, client-facing, or relationship management experience
• Experience in financial services is welcome but not required
• Professional presentation and communication abilities
• Ability to work independently while collaborating within a team environment What We OfferProfessional Development
• Comprehensive training program
• Licensing and exam expenses paid by New York Life
• Access to experienced mentors and advisors
• Ongoing coaching and leadership development

Compensation

& Growth

• Competitive compensation with significant income potential
• Performance-based advancement opportunities
• Clear career progression paths
• Opportunity to build a long-term book of business

Benefits

• Medical, dental, and vision plans
• 401(k) program
• Company-sponsored events and recognition programs
• Supportive, professional, and team-oriented culture
• Hybrid work flexibility Why New York Life For over 180 years, New York Life has helped individuals, families, and business owners achieve financial security and confidence. We seek professionals who hold themselves to a high standard, value continuous improvement, and are committed to making a lasting impact on the clients and communities they serve. If you're looking for a careernot just a joband you're prepared to invest in becoming an elite financial professional, we'd love to hear from you. Job Type: Permanent Projected Total

Compensation

: $85,000.00 - $150,000.00 per year

Benefits

:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Vision insurance
• Work from home Education:
• Associate (Preferred) Experience:
• Sales: 1 year (Preferred) Ability to Commute:
• Uniondale, NY 11553 (Required) Work Location: In person