What are the responsibilities and job description for the Financial Professional position at New York Life?
Financial Professional – New York Life
Build a career that matters.
At New York Life, we’re looking for driven, relational professionals who want to build a long-term career helping individuals, families, and businesses protect what matters most and plan for the future.
As a Financial Professional, you’ll begin by serving clients as a licensed insurance agent, and then promptly also become a Registered Representative (securities licensed), expanding your ability to provide a full range of financial solutions.
What You’ll Do
What We Offer
Who We’re Looking For
About New York Life
New York Life is a Fortune 100 company, one of the largest mutual life insurance companies in the U.S., and has been helping Americans achieve financial security for over 175 years.
This is more than a job — it’s a career. If you’re ready to build a future for yourself while helping others secure theirs, we’d love to talk with you.
Two financial professionals will be added in the next 90 days. Apply today for full consideration.
Build a career that matters.
At New York Life, we’re looking for driven, relational professionals who want to build a long-term career helping individuals, families, and businesses protect what matters most and plan for the future.
As a Financial Professional, you’ll begin by serving clients as a licensed insurance agent, and then promptly also become a Registered Representative (securities licensed), expanding your ability to provide a full range of financial solutions.
What You’ll Do
- Work with clients to understand their goals and provide personalized insurance and financial strategies.
- Help individuals and businesses with needs like insurance, retirement planning, college funding, and legacy planning.
- Build long-term relationships through networking, community involvement, and referrals.
- Grow your practice with the support of one of the most respected companies in the industry.
What We Offer
- Training & Development: Comprehensive paid training, licensing support, and mentorship.
- Career Growth with defined advancement opportunities
- Compensation: Training allowance, competitive commissions, bonuses, and residual income.
- Benefits: Group life insurance, health, dental, vision, 401(k), and pension eligibility.
- Support: Marketing tools, office support, and the backing of a Fortune 100 company.
Who We’re Looking For
- Goal-oriented, entrepreneurial, and motivated by helping others.
- Strong communication and relationship-building skills.
- Self-starter who thrives on building something of their own.
- Prior experience in sales, finance, or customer service helpful but not required.
- Must be willing to obtain state life/health insurance licenses (company provides support).
About New York Life
New York Life is a Fortune 100 company, one of the largest mutual life insurance companies in the U.S., and has been helping Americans achieve financial security for over 175 years.
This is more than a job — it’s a career. If you’re ready to build a future for yourself while helping others secure theirs, we’d love to talk with you.
Two financial professionals will be added in the next 90 days. Apply today for full consideration.
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