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Financial Advisor

Workforce 1

Staten Island, New York

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JOB DETAILS
SALARY
JOB TYPE
Full-time
SKILLS
Annuities, Career Counseling, Communication Skills, Customer Relations, Develop and Maintain Customers, Entrepreneurship, Finance, Financial Analysis, Financial Planning, Financial Services, High School Diploma, Industry/Trade Analysis, Insurance, Interpersonal Skills, Licensing, Life Insurance, Mentoring, Needs Assessment, Organizational Skills, Performance Analysis, Performance Metrics, Problem Solving Skills, Professional License, Regulatory Compliance, Retirement Planning, Risk, Sales, Sales Management, Sales Prospecting, Solution Sales, Time Management
LOCATION
Staten Island, New York
POSTED
10 days ago
Company Overview:

The Staten Island Workforce1 Career Center is partnering with New York Life to find qualified candidates for a Financial Advisor position in Staten Island, NY. New York Life is a Fortune 100 company founded in 1845 and is the largest mutual life insurance company in the United States. For more than 175 years, the company has provided insurance protection, retirement planning, and investment solutions to individuals, families, and businesses. New York Life is committed to helping clients achieve their financial goals while supporting the professional growth and development of its financial professionals through training, mentorship, and licensing support.

Position Overview:

The Financial Professional serves as a client-facing advisor who helps individuals and families plan for financial goals such as retirement, financial protection, and wealth accumulation. This role involves building and maintaining client relationships, assessing financial needs, recommending appropriate financial solutions, and developing a personal client base through networking and outreach. The position is well suited for self-motivated individuals with an entrepreneurial mindset who are interested in sales, relationship building, and financial services.

 

This position is located in Staten Island, NY.

 
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, including life insurance, annuities, and investments.
  • Guide clients through the financial planning and sales process.
  • Maintain ongoing client relationships and provide continued service and support.
  • Build and manage a personal book of business.
  • Stay current on financial products, industry trends, and compliance requirements.
  • Complete required training and obtain and maintain professional licenses.
  • Track performance metrics and work toward sales goals and targets.
  • Participate in team meetings, training sessions, and mentorship programs.
Requirements:
  • Proven sales experience or demonstrated ability to sell required.
  • High school diploma or equivalent required
  • Strong communication and interpersonal skills.
  • 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 financial 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

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