Sales Advisor

Job description Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to ONE of the following questions: Do you have sales or managerial experience in another industry? Have you previously run your own business? Do you have an MBA or other equivalent degree? In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Your first year- You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. Job Type: Permanent Benefits: 401(k) Dental insurance Flexible schedule Health insurance Paid time off Tuition reimbursement Vision insurance Supplemental Pay: Bonus opportunities Commission pay

Lendefied is a leader in innovative financial solutions, dedicated to empowering businesses with access to funding and beyond. Through cutting-edge technology and strategic partnerships, we provide seamless lending experiences that support long-term business growth. As we continue expanding, we are seeking a dynamic Business Development Representative to build and nurture strong referral relationships that drive business success. Job Overview: As a Business Development Representative, you will be instrumental in identifying, developing, and managing key referral partnerships that expand Lendefied’s reach and market influence. Working closely with internal teams, you’ll optimize referral opportunities and foster relationships that drive revenue growth. This role is ideal for a motivated professional with excellent relationship-building skills and a background in financial services. You will report directly to our Partnerships Director and, in their absence, to Lendefied’s leadership team. Key Responsibilities: Identify & Engage: Source and establish relationships with potential referral partners, including financial advisors, brokers, and commercial real estate professionals, to expand Lendefied’s network. Manage & Nurture Partnerships: Develop and maintain strong, long-term relationships with referral partners to drive revenue growth and increase brand visibility. Collaborate Across Teams: Work closely with sales, marketing, and product development teams to ensure seamless referral integration and maximize success. Onboarding & Agreements: Facilitate the referral partner onboarding process, including discussing and finalizing partnership agreements. Analyze & Optimize: Track referral partnership metrics to measure success and continuously refine strategies for improved performance. Represent Lendefied: Attend industry events, marketing functions, conferences, and virtual networking sessions to attract and retain high-value partners. Qualifications & Preferred Experience: Bachelor’s degree in Business Administration, Finance, Marketing, or a related field (or equivalent experience). 3+ years of experience in business development, referral partnership management, or a related financial services role. Proven track record of successfully building and managing referral networks. Strong negotiation & communication skills with the ability to influence potential partners. Analytical mindset with the ability to interpret data and optimize referral program performance. Self-motivated and goal-oriented, able to work independently in a fast-paced environment. Willingness to be a primary point of contact for active partners. Comfortable on camera for virtual meetings with clients and partners. Why Join Lendefied? Competitive base salary with uncapped earning potential. Work with a forward-thinking company in the fintech industry. Career growth & professional development opportunities. A collaborative and dynamic work environment. Compensation & Salary: Base Salary: $600 per week Performance Requirement: You must onboard a minimum of four referral partners in your first month; failure to meet this requirement may result in termination. Commission: Earn 10% of all revenue generated from successful partner referrals, offering unlimited earning potential based on performance.