Financial Services Professional, Team Lead

Job overview

The Financial Services Professional, Team Lead role is hybrid in Staten Island, NY. The stated pay range is $85,000–$165,000 per year, with bonus opportunities and commission pay also listed. The role joins a New York Life office team focused on financial services for clients. The professional supports clients with financial planning, life protection, disability coverage, and retirement planning while building effective relationships with clients and colleagues. The position is intended for a future leader on a high-producing team and includes a requirement to obtain specified licenses.

What you'll do

• Provide financial planning, life protection, disability coverage, retirement planning, and financial services to clients
• communicate effectively with clients and colleagues
• obtain Series 6/7 and 63 within the first 12 months and a Life and Health license.

What we're looking for

Skills & competencies

financial services professional

team lead

hybrid

staten island ny

new york life

financial planning

life protection

disability coverage

retirement planning

$85k–$165k per year

commission pay

bonus opportunities

monday–friday

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k)
• dental insurance
• flexible schedule
• health insurance
• paid time off
• vision insurance
• bonus opportunities
• commission pay.

Why this role

The posting describes a hybrid role in Staten Island, Monday–Friday, and requires willingness to obtain Series 6/7 and 63 within 12 months and a Life and Health license.

About the employer

New York Life- Staten Island is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.