A Sales Advisor helps individuals, families, and businesses make sound financial decisions. This role blends sales, relationship-building, and financial consulting—with an emphasis on insurance, retirement planning, investment strategies, and wealth management. Key Responsibilities Client Relationship Development Build and maintain long-term relationships Network and prospect (referrals, events, LinkedIn, etc.) Conduct needs-based consultations to understand client goals Training & Support Our firm has its own University with a formal development program Mentorship: You’ll often be paired with experienced sales advisors Back-office support: Underwriting, marketing tools, technology Path to specialization: You can focus on working with niche markets: business owners, estate planning, etc. Compensation Structure Commission-based + bonuses + renewals (ongoing income from prior clients) Average first year income: $80,000 - $120,000 Residual income begins in year two for all clients serviced in the prior year, providing ongoing earnings from previously established business. Career Path & Advancement Move into management roles (e.g., Partner, Senior Partner) Specialize in advanced markets, business planning, or wealth strategies Opportunities for designation support (CLU®, ChFC®, CFP®, etc.)
Full charge bookkeeper familiar with QuickBooks desktop and QuickBooks online. Also experience with QuickBooks payroll, payroll tax returns, sales tax returns. Position is in North Bellmore in a small accounting office. Flexible year round hours.
Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial services professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable , customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success 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. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.