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Financial Professional

Workforce 1

Staten Island, New York

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JOB DETAILS
SALARY
SKILLS
Analysis Skills, Annuities, Communication Skills, Credit Risk, Customer Relations, Customer Support/Service, Develop and Maintain Customers, Entrepreneurship, Finance, Financial Analysis, Financial Planning, Financial Services, Industry/Trade Analysis, Insurance, Insurance Sales, Interpersonal Skills, Life Insurance, Meet Sales Quota, Mentoring, Needs Assessment, Organizational Skills, Performance Analysis, Performance Metrics, Problem Solving Skills, Professional License, Regulatory Compliance, Risk, Sales, Sales Management, Sales Prospecting, Solution Sales, Time Management, Training/Teaching
LOCATION
Staten Island, New York
POSTED
27 days ago
Company Overview:

At New York Life, we’re just as passionate about helping the next generation of insurance and financial services leaders achieve their career aspirations as we are about helping our clients accomplish their financial objectives. New York Life, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States1 and one of the largest life insurers in the world. Headquartered in New York City, we have provided insurance protection, retirement, and investment solutions to individuals, families, and businesses for over 175 years. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four major credit rating agencies

Position Overview:

A Financial Professional at New York Life Insurance Company works as a client-facing advisor who helps individuals plan for financial goals like retirement, protection, and wealth building, while primarily selling life insurance and related financial products. The role involves meeting with clients, assessing their needs, recommending solutions such as insurance policies and investments, and building a personal client base through networking and outreach. The company provides training and helps you obtain necessary licenses, but the job is best suited for self-motivated, entrepreneurial individuals comfortable with sales rather than those seeking a purely analytical finance role.

 
Key Responsibilities:
  • Prospect and develop new client relationships through networking, referrals, and outreach
  • Meet with clients to assess financial goals, needs, and risk tolerance
  • Recommend and sell appropriate financial solutions (e.g., life insurance, annuities, investments)
  • Guide clients through the full financial planning and sales process
  • Maintain ongoing relationships and provide continuous service and support
  • Build and manage a personal book of business
  • Stay up to date on financial products, industry trends, and compliance requirements
  • Complete required training and obtain/maintain professional licenses
  • Track performance metrics and meet sales goals and targets
  • Participate in team meetings, training sessions, and mentorship programs
Requirements:
  • High school diploma or equivalent (college degree optional)
  • Strong communication and interpersonal skills
  • Proven sales experience or demonstrated ability to sell
  • Entrepreneurial mindset and self-motivation
  • Ability to build and maintain client relationships
  • Willingness to prospect and develop a personal client base
  • High level of integrity and professionalism
  • Strong organizational and time management skills
  • Ability to work independently and meet performance goals
  • Basic financial knowledge or willingness to learn financial products and planning concepts
Pay Range: USD $22.05 - USD $22.05 /Hr.

About the Company

W

Workforce 1

Workforce1 is a service provided by the NYC Department of Small Business Services that prepares and connects qualified candidates to job opportunities in New York City. We make strong matches for both candidates and employers by using a unique combination of recruitment expertise, industry knowledge, and skill-building workshops to strengthen candidates' employment prospects.

Our approach gets results. In 2010, we placed New Yorkers in over 31,000 jobs all over the City. How do we do it? We develop relationships directly with businesses that are hiring, then we get a deep understanding of what they're looking for in a candidate. We use that understanding to help you connect to the right employer - and then succeed by putting your best foot forward.



INDUSTRY
All
WEBSITE
https://labor.ny.gov/career-center-locator/location.php?oid=NY7215