Full Job Description
We are seeking Financial Advisors and Managers to join our team! You will deliver personalized solutions to help clients work toward their long-term financial goals.
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 performance to clients
Network and build relationships with new and existing client base
Previous experience in sales, banking, financing, or other related fields.
Ability to build rapport with clients
Strong analytical and critical thinking skills
Excellent verbal communication skills
1-3 years of Sales Experience Preferred
College Degree Preferred
About New York Life Insurance Company - Melville
New York Life Insurance Company (“New York Life”) is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, and is one of the most financially strong and highly capitalized insurers in the business. At year end 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 ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa ; Standard & Poor’s AA+. (Source: Individual Third Party Ratings Report as of 6/18/14) Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for nearly 170 years.
Donna Guglielmi CLU LUTCF Partner