Financial Sales Professional Associate

FINANCIAL PROFESSIONAL - Hybrid role

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey.

Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.

This is not just a sales job it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college.

As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer...

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations.

We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business.

You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.

Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals.

You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you.

You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met

annual minimum sales production requirements was $115,917. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability

insurance, as well as a 401(k) and pension.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Awards & Accolades...

We’re proud of our financial strength.5

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer.

• Training Magazine’s APEX Award for 2022
• We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign : 2022 Corporate Equality Index
• Forbes 2022 : America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For

We’re proud of the help we’ve provided and continue to provide our clients.

• 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
• $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
• $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid.

Dividends are not guaranteed.

• Over $1.2 trillion LIFE INSURANCE PROTECTION IN
• FORCE. Includes term, whole, and universal life.

AR10511 042024 SMRU5021157.4 (Exp. 06.14.24)

Compensation :

$42,000 - $108,000 commission

Responsibilities :

• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice

Qualifications :

• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Required to effectively network to identify potential new clients
• Must have effective relationship management skills

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.