Entry-Level Financial Professional - WizeHire : Job Details

Entry-Level Financial Professional

WizeHire

Job Location : Melville,NY, USA

Posted on : 2025-08-06T01:15:32Z

Job Description :

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Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose to be there when our policy owners need us.We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority.Training, Development & Benefits Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they've honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company.About New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019.Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

  • 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 amend or terminate any benefit plans, in whole or in part, at any time.
  • Source Individual Third Party Ratings Reports as 7/30/18.
  • 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
  • Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http//fortune.com/fortune500/
RoleOur new blended training and development program is designed to work with your schedule, and in this type of role, that makes all the difference. Our multifaceted system includes
  • In conjunction with in-office trainings; 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!
  • Once established in the career, Fast Track to Management opportunities for qualified professionals
Compensation$60,000 - $100,000 yearlyResponsibilities
  • Participate in and complete the New York Life training curriculum to build your professional skills and knowledge
  • Obtain optional licenses to sell investments and other securities products concerning wealth management and advanced planning
  • Deliver responsible business planning, insurance, and retirement education via options for high-quality life insurance, fixed annuities, securities, long-term care insurance, and other related products
  • Spotlight a multitude of potential solutions within our competitive suite of products and services while assisting clients in reaching their financial goals
  • Discuss financial concerns and needs with potential clients identified during the prospecting process
What is expected of our Agents?
  • Ability to understand the needs and financial concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivating relationships with a view to helping every family member or individual pursue financial security
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Providing compassion and guidance to clients when unfortunate life circumstances arise
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
Qualifications
  • Experience in sales and implementing growth strategies a plus
  • Must be able to engage your community and tap personal networks to identify contacts
  • Uncompromising integrity and responsibility required
  • Excellent communication skills both written and verbal to communicate complex skills
  • Strong business acumen
Qualities That We Look For In Our Agents
  • Sales experience preferred – an enterprising mindset
  • Strong communication skills, both written and verbal
  • Desire to help others
  • Strong business acumen
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts
We've built a strong company, one that puts its clients first. We have confidence in our products, but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the fieldwork provide one-on-one support and guidance to every Agent they hire.About CompanyAs a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
  • Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Seniority level
  • Seniority levelEntry level
Employment type
  • Employment typeFull-time
Job function
  • Job functionSales and Business Development
  • IndustriesTechnology, Information and Internet

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