Financial Professional

Finance and Sales
March 9, 2026
$105000 / year
Full Time
Apply Now

Are you applying to the internship?

Job Description

This position at New York Life Greater Atlanta is a client-based role, supported by a Fortune 100 company. As a Financial Professional, you will empower individuals, families, and businesses to achieve their desired financial future by leveraging our comprehensive insurance and financial product lines.

This is an opportunity to launch a rewarding career within a company that values and rewards hard work. Success in financial sales is built upon excellent communication, superb mathematical and analytical abilities, and astute decision-making. If you possess these qualities, we encourage you to apply today!

Responsibilities

  • Create customized financial plans tailored to each client’s unique life stage, professional circumstances, and evolving financial needs.
  • Gather and thoroughly assess client financial information, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and other wealth management factors.
  • Provide strategic recommendations on products, plans, investments, and various methods to help clients achieve their financial objectives.
  • Serve as a trusted advisor for new clients, actively seeking, identifying, and establishing prospects.
  • Operate as a structured yet coachable team player, embracing continuous education and training from colleagues.

Desired Skills and Experience (Qualifications)

  • Essential: Working knowledge of financial products, the financial industry, and roles such as personal financial advisor or financial planner.
  • Strongly Preferred: Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools.
  • Exemplary math skills, strong communication skills, and excellent relationship-building skills to provide superb customer service to both current and new clients.
  • A Plus (Though Not Required): Valid FINRA Series 7 and 63/66 licenses.

Traits Of Our Most Successful Associates

  • Passion to help people
  • Integrity
  • Attitude for success
  • Enthusiasm
  • Self-discipline
  • Resilience
  • Goal-Oriented
  • Coachable

The ideal candidate would be Bilingual in Spanish/English!

Compensation

$75,000 – $105,000 at plan

Related Jobs