Entry Level - Financial Services Representative
New York Life - Melville
Melville, NY US
Posted ago
New York Life - Melville


Must be able to commute to Melville.

We are seeking Financial Sales Representatives to join our team on Long Island! You will deliver personalized solutions to help clients work toward their long-term financial goals. Financial Sales Representatives help clients identify and achieve their financial goals through education of financial services products including but not limited to Life Insurance, Investments, Long Term Care Planning, and College planning.

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, career growth opportunities, and maintain a flexible schedule.

Training, Support and Professional Development:

New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance.


  • Advise clients on protection strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new client base


  • Previous experience in sales, banking, financing, or other related fields preferred.
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent verbal communication skills

$60,000 - $80,000
About New York Life - Melville

We offer a comprehensive benefits package that includes:

  • Defined Benefit Pension Plan
  • 401(k) Saving Plan
  • Health/Dental/Life/Disability
  • Continuing education reimbursement

COVID-19 considerations:

To ensure everyone's safety during the current COVID-19 situation, we are currently offering remote access to licensing and training programs.

New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845, New York Life is headquartered in New York, and is one of the most financially strong and highly capitalized insurers in the business. In 2013, New York Life had a total surplus of $21.141 billion and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major rating agencies. Financial strength, integrity, and humanity have guided the company’s decisions and actions for nearly 175 years.

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