Company: New York Life Orlando

Location: Orlando, FL

Expected salary:

Job date: Fri, 17 Oct 2025 22:33:25 GMT

Job description:

Job Description: Financial Advisor Trainee at New York Life

We are seeking motivated individuals to join our team as Financial Advisor Trainees. In this dynamic role, you will have the opportunity to develop your career in the financial services industry while providing valuable guidance to clients.

Responsibilities:

• Client Engagement: Build and maintain strong relationships with clients by assessing their financial needs and creating tailored financial strategies.

• Digital Tools Utilization: Leverage New York Life’s advanced digital tools and marketing resources to effectively expand your practice and reach a wider audience.

• Mentorship Participation: Engage in our mentorship program, where you will receive guidance from experienced professionals in the field, ensuring you have the support you need to thrive.

• Continuous Learning: Participate in ongoing training and professional development opportunities to enhance your skills and stay updated on industry trends.

• Goal Achievement: Work towards achieving personal and team sales goals, while ensuring the highest level of customer satisfaction.

Qualifications:

• Strong interpersonal and communication skills
• A genuine passion for helping others achieve their financial goals
• A self-starter with a commitment to continuous improvement
• Previous experience in sales or finance is a plus, but not required

Benefits:

• Comprehensive training and support
• Access to innovative digital marketing resources
• Opportunities for career advancement
• Competitive compensation and benefits package

Join us at New York Life and be part of a team dedicated to making a positive impact in the community through financial education and services. Your journey to a rewarding career starts here!