Financial Services Representative - Series 6, 63 & Life insurance licensed

Financial Services Representative

• Series 6, 63 & Life insurance licensed 6608 18th Avenue, Brooklyn, NY 11204 $60,000
• $80,000 a year
• Permanent, Full-time $60,000
• $80,000 a year

• Permanent, Full-time Salary:

  $60,000
• 80,000 per year + bonuses + commissions We are seeking a licensed Financial Services Representative to join our growing team in Brooklyn, NY.

This position is heavily focused on working with our existing book of business and identifying financial services opportunities within our current client base. Rather than cold calling strangers all day, you will be speaking with existing customers, reviewing their current situation, and helping uncover gaps and opportunities involving life insurance, retirement planning, and other financial products. The ideal candidate already holds their Series 6, Series 63, SIE, and New York State Life Insurance License, and is comfortable building relationships, educating clients, and creating long-term value through consultative conversations. Responsibilities Work directly with our existing client base to identify financial services opportunities Conduct client reviews and needs-based conversations Educate clients on life insurance, retirement, and investment-related products Build long-term relationships with clients through consistent follow-up Coordinate with the sales and service teams to maximize opportunities within the existing book Maintain detailed documentation and compliance standards Help clients better understand their current coverage, financial goals, and future planning needs Requirements Active Series 6 license Active Series 63 license SIE certification Active New York State Life Insurance License Strong communication and relationship-building skills Professional, organized, and self-motivated Ability to confidently conduct client conversations and uncover needs Previous financial services or insurance experience preferred Compensation & Benefits $60,000

• 80,000 annual compensation Bonuses and uncapped commissions Established client base and internal opportunities provided Growth opportunities within the company Supportive, team-oriented office environment Ongoing training and development Location Brooklyn, NY If you are licensed, motivated, and looking for an opportunity to grow within an established client environment rather than relying strictly on cold prospecting, we'd love to hear from you.

Pay:

$60,000.00

• $80,000.

00 per year

Benefits:

401(k) matching Paid time off Paid training Professional development assistance

License/Certification:

Series 63 (Required) Series 6 (Required) Life Insurance License (Required)

Location:

Brooklyn, NY 11204 (Required) Ability to

Commute:

Brooklyn, NY 11204 (Required)

Work Location:

In person