Financial Professional, Insurance and Investments

Job overview

The Financial Professional role is onsite in Bridgewater, MA. The posting states compensation of $60,000–$160,000 per year. New York Life, Coelho Group offers a structured three-year training program and supports clients’ financial security. The professional builds client relationships, assesses financial needs, and advises on insurance, annuity, and investment solutions. The role also develops new business and maintains current knowledge of industry trends and regulatory changes.

What you'll do

• Build and maintain client relationships
• identify new business opportunities
• advise clients on insurance, annuity, and investment products
• collaborate on strategies to improve client satisfaction and retention
• stay informed about industry trends and regulatory changes
• conduct financial assessments
• participate in ongoing training and development.

What we're looking for

Skills & competencies

financial professional

financial sales

insurance

annuities

investments

client relationships

bridgewater ma

new york life

$60k–$160k/year

three-year training

financial assessments

Work arrangement

• Weekend coverage required

Benefits & perks

• Structured three-year training program
• support from experienced agents and managers
• career growth and continuous learning.

Why this role

Structured three-year training program with support from experienced agents and managers.

About the employer

New York Life, Coelho Group -- Bridgewater is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.