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New York Life Insurance Company · 8 hours ago

Private Wealth Advisor

New York, NY

Full-time

Hybrid

Mid Level

3+ years exp

New York Life Insurance Company is seeking a Private Wealth Advisor to provide clients with education, strategies, and products for securing their financial future. This role involves running your own practice while offering customized solutions through life insurance, investments, and long-term care insurance, with a focus on building relationships and networking within the community.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Understanding the needs and financial concerns of clients and providing solutions

Sell life insurance and long-term care insurance

Educating clients on how to plan for their future financially if the event of unfortunate life circumstances occur

Networking and building your personal book of business through establishing professional networks and prospecting for new clients

Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security

Qualification

LifeAccidentHealth licenseSales experienceSeries 763 licenseSales techniques knowledgeEntrepreneurial mindsetCommunication skillsInterpersonal skills

Required

Excellent communication and interpersonal skills

Life, Accident, and Health license required or willingness to obtain within a reasonable time

A desire for an entrepreneurial mindset and a passion to help others

Strong knowledge of sales techniques and strategies

Preferred

Minimum 3 years of sales experience in sales, customer service, or consulting

Series 7, 66, or 63 license preferred but not required

Strong interpersonal management skills

Self-starter and capable of working individually as well as in a team environment

Sales knowledge

Strong communication skills and ability to talk to anyone easily

A great mindset

Enjoy engaging in your community and networking

Self-starter and eager to learn new things

Benefits

401(k)

Dental insurance

Disability insurance

Flexible spending account

Health insurance

Life insurance

Professional development assistance

Retirement plan

Tuition reimbursement

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.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

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)