Licensed Financial Advisor (Life & Health Insurance)

NYL - Boston

Westborough, MA

Are you a Licensed Financial Advisor passionate about making a lasting difference in people’s lives? Join our team at NYL - Boston, where you’ll work alongside a group of dedicated financial professionals committed to guiding clients toward long-term financial success and security. This is more than a job — it’s a chance to build meaningful relationships and help individuals and families achieve peace of mind about their financial future. What You’ll Do: • Deliver personalized financial advice and solutions • Develop and implement custom financial strategies • Build long-term client relationships built on trust, transparency, and service • Stay up to date on financial products, market trends, and regulatory changes What Sets Us Apart: • A culture rooted in integrity, professionalism, and client-first values • Supportive environment for ongoing education and career growth • Access to industry-leading tools, training, and mentorship Responsibilities: • Develop personalized financial plans for clients based on their individual goals and risk tolerance • Conduct regular reviews of clients' investment portfolios to ensure alignment with their financial objectives • Provide expert advice on a wide range of financial products and services to help clients make informed decisions • Stay updated on market trends, investment opportunities, and regulatory changes to offer the best recommendations to clients Qualifications: • Have a life insurance license (required) • Health, SIE, and Series 6 Preferred but not required • Proficient in financial planning software • Strong analytical and problem-solving skills • Excellent communication and interpersonal skills • Expertise in maintaining and growing client portfolios • Ability to conduct client discovery meetings and regular financial reviews • Skilled in prospecting, lead generation, and referral development • Comfortable with setting and achieving sales targets About Company: At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

Posted 2025-10-27

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