What are the responsibilities and job description for the Financial Advisor position at New York Life?
Company Description
For over 180 years, New York Life Insurance Company has been dedicated to helping individuals turn their dreams into lasting milestones. As a mutual company, we prioritize transparency, integrity, and a commitment to improving communities through generosity and volunteerism, supported by the New York Life Foundation.
We foster a culture of career growth, innovation, collaboration, and diversity & inclusion — providing the tools and support needed for both professional and personal success. Our services include insurance, investments, retirement planning, and financial advisory solutions, all delivered with the highest standards of professionalism.
New York Life is proud to be an Equal Opportunity Employer.
Role Description
We are seeking motivated and driven individuals to join our team as a Financial Advisor / Life Insurance Agent in Victor, NY.
In this role, you will work closely with individuals, families, and business owners to develop customized financial strategies tailored to their goals. You’ll build meaningful, long-term relationships while helping clients protect what matters most and plan for their financial future.
Responsibilities
- Conduct financial needs analysis and client consultations
- Develop personalized financial plans (insurance, retirement, and investment strategies)
- Educate clients on financial solutions and long-term planning
- Build and maintain strong, trust-based client relationships
- Prospect, network, and generate new business opportunities
- Stay current on market trends and financial products
Qualifications
- Strong interest in financial planning, advising, or sales
- Excellent communication and interpersonal skills
- Self-motivated, goal-oriented, and entrepreneurial mindset
- Ability to build trust and long-term relationships
- Background in sales, customer service, or finance is a plus
Licensing & Training
- Willingness to obtain required licenses (Life & Health, SIE, Series 6/63, etc.)
- Comprehensive training program provided
- Ongoing mentorship and support from experienced leaders
What We Offer
- Competitive, performance-based compensation
- Training, licensing support, and career development
- Opportunities for advancement and leadership
- Flexible career path with strong income potential
- The opportunity to make a meaningful impact in people’s lives
Why Join Us?
This is more than a job — it’s an opportunity to build your own business, help others achieve financial security, and grow a long-term career with one of the most respected companies in the industry.
Connect
If you’re motivated, people-oriented, and open to exploring a new opportunity, we’d love to connect!
💬 Not sure if you’re qualified? Many of our top advisors came from non-finance backgrounds — we provide training.