New York Life Insurance Company · 1 day ago
Financial Advisor Trainee
New York Life Insurance Company is seeking motivated individuals to launch their careers as Financial Advisors. The role involves building client relationships, developing business and marketing plans, and providing financial solutions to clients' needs.
FinanceFinancial ServicesInsurance
Responsibilities
Build relationships with clients beyond a financial/transnational basis
Develop your professional skills and sales knowledge
Develop and implement business and marketing plans
Prospect for potential clients
Schedule appointments and meet with clients
Discuss financial concerns and needs of individuals
Present potential solutions using our world class suite of products and services
Provide ongoing support to existing clients
Qualification
Required
Organized, detail-oriented and excellent time management skills
Strong sales, leadership and communication skills
Ability to work in a team based environment
Highly self-motivated and self-disciplined
Relationship building and networking abilities
Ability to commute to San Antonio, TX 78230 (Required)
Ability to relocate to San Antonio, TX 78230 before starting work (Required)
Preferred
FINRA Series 6/63, Series 7 not required
College Degree preferred
Sales experience preferred
Life & Health Insurance License not required (company will pay for sponsorship)
Previous Insurance sales industry experience not required
Financial Industry background a plus
Bilingual English/Spanish a plus but not required
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Company
New York Life Insurance Company
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.
H1B Sponsorship
New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)
Funding
Current Stage
Late StageRecent News
2026-01-05
Insurance News in the United States
2025-12-13
EIN Presswire
2025-12-11
Company data provided by crunchbase