Financial Professional

Company: New York Life Nassau
Location: Uniondale
Posted on: January 22, 2026

Job Description:

Job Description Job Description Financial Services Professional Are you a leader who has the following traits? Competitive Business-Minded Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a Financial Professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. What we offer Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Apply today! Your new career awaits! Compensation: $75,000 - $100,000 yearly Responsibilities: Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Serve as a collaborative team player willing to further development through continued training opportunities Qualifications: Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients About Company New York Life Insurance Company has been helping people for over 180 years by providing life insurance, annuities, and investments to individuals and businesses. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We strive to improve local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. We value development, career growth, collaboration, innovation, and diversity & inclusion through various resources and programs. We are the nation's largest Mutual Insurer, and our investments division manages over $800 million dollars in AUM. We are ranked 69 on the Fortune 100 list of major companies in the United States. Our financial ratings are the highest in the industry and we are positioned to grow for the next 100 yearsyou cannot find a stronger, more resilient company to work for. Join us!

Keywords: New York Life Nassau, Paterson , Financial Professional, Sales , Uniondale, New Jersey