Financial Sales Representative

Join New York Life - Uniondale as a Financial Sales Representative and make a difference in people's lives. You'll help individuals, families, and businesses secure their financial futures through a wide range of solutions. Our collaborative culture and commitment to professional growth mean you’ll have the opportunity to build a meaningful career while making a lasting impact. We value doing what's right for clients and communities, and we're excited to welcome someone who shares this passion.

We’re looking for a motivated and personable individual ready to embark on a learning journey with ample room for growth. You’ll need solid communication skills to drive sales and a friendly attitude to connect with clients. We’ll provide the training and resources to ensure your success in this role. If you’re passionate about customer service and eager to grow, let's work together to achieve great things.

$120,000+ at plan earnings

• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied

• Valid insurance license required or candidates must be willing to get licensed
• Working knowledge of accounting and sales lead software is a plus
• Fundamental computer skills such as experience with Microsoft Office
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
• High school diploma necessary; college degree a bonus
• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.