Financial Advisor

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