Financial Advisor Trainee

New York Life Insurance Company is seeking motivated individuals to launch their careers as Financial Advisors. The role involves building client relationships, developing business and marketing plans, and providing financial solutions to clients' needs. Responsibilities Build relationships with clients beyond a financial/transnational basis Develop your professional skills and sales knowledge Develop and implement business and marketing plans Prospect for potential clients Schedule appointments and meet with clients Discuss financial concerns and needs of individuals Present potential solutions using our world class suite of products and services Provide ongoing support to existing clients Skills Organized, detail-oriented and excellent time management skills Strong sales, leadership and communication skills Ability to work in a team based environment Highly self-motivated and self-disciplined Relationship building and networking abilities Ability to commute to San Antonio, TX 78230 (Required) Ability to relocate to San Antonio, TX 78230 before starting work (Required) FINRA Series 6/63, Series 7 not required College Degree preferred Sales experience preferred Life & Health Insurance License not required (company will pay for sponsorship) Previous Insurance sales industry experience not required Financial Industry background a plus Bilingual English/Spanish a plus but not required Benefits 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Vision insurance Company Overview For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship New York Life Insurance Company has a track record of offering H1B sponsorships, with 149 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.