Wealth Management Advisor

Join the New York Life team as an Insurance Sales Agent, where you'll be at the forefront of empowering individuals to secure their financial futures. Here, you’ll not only craft a meaningful career but also impact lives positively with our trusted products and services. We invest in your growth with comprehensive training and development programs, fostering an environment ripe with innovation and inclusivity. As a Fortune 100 company with over 180 years of heritage, we’re committed to integrity and long-term success for clients and employees alike.

You'll thrive in a supportive environment that values advancement and collaboration. Our recognition for diversity and commitment to creating an inclusive culture ensures your ideas are heard and celebrated. If you're passionate about making a difference and eager to build a rewarding career, we invite you to explore this opportunity with us. Together, let's create a future of financial security and success.

Responsibilities

• Build and maintain strong relationships with clients, ensuring their insurance needs are met with tailored solutions.
• Conduct thorough assessments of clients' financial situations to recommend appropriate insurance products.
• Proactively reach out to potential clients through networking and referrals to expand a client base.
• Stay informed about industry trends and product updates to provide clients with the most current information.
• Collaborate with team members to develop innovative strategies for client acquisition and retention.
• Educate clients on the benefits and features of our insurance products, empowering them to make informed decisions.
• Meet and exceed sales targets by consistently delivering exceptional service and value to clients.

Qualifications

• Experience in sales or customer service, with a focus on building strong client relationships.
• Ability to conduct comprehensive financial assessments and recommend suitable insurance products.
• Proven track record of meeting and exceeding sales targets in a competitive environment.
• Strong communication skills to effectively educate clients on insurance benefits and features.
• Ability to proactively network and generate leads through referrals and community engagement.
• Familiarity with the latest industry trends and product updates to provide clients with current information.
• Collaborative mindset to work with team members in developing client acquisition and retention strategies.

About the company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

We’re proud to be recognized by the following organizations.

• Fortune 2024: World’s Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America’s Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.