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.
Apply today to learn more about becoming a Financial Professional with 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
- 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.
Apply today to learn more about becoming a Financial Professional with New York Life.
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