Finacial Services Professional/ Agent

Company Description New York Life is a long-standing mutual company with over 180 years of experience helping individuals and families achieve their financial goals through insurance, investments, retirement, and advisory services. The organization is committed to transparency, objectivity, and integrity, and actively supports local communities through a strong culture of giving and volunteerism, including the New York Life Foundation. Team members benefit from a culture that emphasizes development, collaboration, innovation, and diversity and inclusion, with access to resources that support both personal and professional growth. New York Life is an Equal Opportunity Employer and offers financial products and advisory services through affiliated entities, with specific licensing required for certain offerings. Candidates can expect a values-driven environment focused on long-term relationships and meaningful impact.
Role Description This full-time, on-site Financial Services Professional/Agent role is based in Hyannis, MA. The professional in this role will work with individuals, families, and businesses to understand their financial goals and develop tailored strategies in areas such as insurance protection, investment options, and retirement planning. Day-to-day responsibilities include meeting with clients, gathering and analyzing financial information, presenting recommendations, and implementing suitable solutions. The role also involves ongoing client service, policy and account reviews, and keeping clients informed about product changes, market developments, and planning opportunities. Additional activities include business development, community networking, and maintaining compliance with regulatory and company standards while using New York Life’s tools, training, and support to build a growing practice.
Qualifications

• Strong foundation in Financial Planning and Retirement Planning, with the ability to assess client needs and recommend appropriate strategies.
• Knowledge of Finance and Financial Services, including basic understanding of insurance, investments, and retirement products.
• Excellent Communication skills, with the ability to explain complex financial concepts clearly and build trust-based relationships.
• Ability to work in a goals-driven, client-centric environment, including prospecting, networking, and managing a personal book of business.
• High ethical standards, integrity, and commitment to acting in clients’ best interests at all times.
• Self-motivated, organized, and comfortable managing schedules, follow-up, and documentation independently.
• Bachelor’s degree in finance, business, economics, or a related field is preferred; relevant experience in sales, customer service, or financial services is a plus.
• Willingness to obtain and maintain applicable state insurance licenses and, where required, securities and advisory licenses (training and support may be provided).