What are the responsibilities and job description for the Financial Services Professional position at New York Life Insurance Company & NYLIFE Securitiess, LLC.?
Build a Career — Not Just a Job
We are seeking driven, entrepreneurial professionals to join our Latham, NY office as Financial Services Professionals. This role is ideal for individuals who want to build a long-term career helping others, developing professionally, and creating their own success within a supportive, team-based environment.
If you have a strong work ethic, a growth mindset, and the desire to build something meaningful, we provide the training, mentorship, and resources to help you succeed.
What You’ll Do
- Build relationships and meet with individuals, families, and business owners to understand their financial goals
- Develop customized strategies around:
- Financial planning
- Life and disability protection
- Retirement and wealth strategies
- Educate clients so they can make confident, informed decisions
- Grow your professional expertise through licensing, ongoing training, and mentorship
- Operate with the independence of an entrepreneur while supported by a team and established firm
Who This Role Is For
- Self-motivated individuals who take ownership of their results
- Professionals with an entrepreneurial spirit who enjoy building relationships
- People with a growth mindset who are coachable and eager to learn
- Candidates looking for a career path, not a short-term position
- Strong communicators who value integrity and professionalism
Qualifications
- Strong communication and interpersonal skills
- Willingness to obtain required licenses (FINRA SIE, Series 6/7, Series 63, Life & Health)
- Study materials, training, and exam fees provided
- Previous experience in sales, leadership, business ownership, athletics, or client-facing roles is a plus — but not required
Compensation & Benefits
- Compensation: $75,000 – $120,000 (performance-based)
- Comprehensive benefits package, including:
- 401(k) and retirement plan
- Health, dental, and life insurance
- Paid time off and parental leave
- Flexible schedule
- Professional development and licensing support
- Clear advancement opportunities into leadership and management roles
Why Join Our Latham Office
- Structured training and mentorship from experienced professionals
- A team-oriented culture focused on long-term success
- Defined career paths with leadership opportunities
- The ability to grow a business for yourself — but not by yourself
Next Steps
If you’re looking for a professional career where your effort directly impacts your growth and income — and you’re willing to put in the work — we’d like to meet you.
Apply today to start a conversation.
Job Types: Full-time, Contract, Permanent
Pay: $75,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Matching gift program
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Latham, NY 12110
Benefits:
Health Insurance, 401K Plan, Pension PlanSalary : $75,000 - $120,000