Demo

Financial Professional

HourlyWork
Watertown, MA Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 6/5/2025

Do you enjoy flexible hours, helping people and being entrepreneurial? If so, consider a position as a Financial Professional with NY Life. This is a hybrid position. Compensation for this position is commission based. Compensation defined for this position is based on a financial professional achieving his / her sales objectives for a year.

Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you're out meeting with clients, working in a new market or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it's the reason why many people enter and stay in the career. As a Financial Professional, you'll have the opportunity each day to see how you impact individuals, families, and small businesses for the better. You'll help your clients navigate challenges that many of them find complex and confusing such as preparing for retirement, or saving for college.

Requirements

We look for the following qualities in candidates for our financial professional position :

  • Ability to understand the needs and concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events / circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivate relationships and help every family member or individual pursue financial security
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Provide compassion and guidance to clients when unfortunate life circumstances arise
  • Make an impact in your community.

Qualifications for the Role

  • High School / GED
  • Spanish or Portuguese Fluency is desirable - English mastery is not required for this position
  • Ability to connect with people and listening to their needs
  • An entrepreneurial spirit
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