Job Description
Job Description
Join a Legacy of Impact — Become a Financial Advisor with New York Life
Are you driven to help others achieve financial security and success? At New York Life , we don’t just offer careers — we build legacies. As one of the most respected names in the financial industry for over 180 years , we empower you to make a lasting difference in people’s lives while creating a rewarding future for yourself.
What You’ll Do :
- Build meaningful, long-term relationships with clients.
- Help individuals and families achieve financial independence and peace of mind.
- Receive world-class training, mentorship, and support from one of the most trusted companies in America.
What We Offer :
A comprehensive training program designed to help you succeed — even if you’re new to the industry.Competitive compensation and performance-based incentives.Career advancement opportunities and leadership development.A culture built on integrity, mutual respect, and success.Compensation :
$60,000 - $150,000 at plan earnings
Responsibilities :
Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clientsCollaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needsImplement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clientsSpend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstancesKeep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholdersCollaborate with team members and mentors to leverage expert knowledge, best strategies, and continuously growQualifications :
Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholdersExcellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpfulBasic computer skills including proficiency with Microsoft Office suite is requiredWorking knowledge of accounting and sales lead software is a plusHigh school diploma required; bachelor’s degree a plusBilingual is a plusBusiness-minded spiritPrevious sales experience is preferred, but not mandatoryWilling to obtain Life & Health license (sponsorship provided)About Company
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 180+ 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 clients.
We're proud to be recognized by :
Fortune 2024 : World's Most Admired CompaniesHandshake 2025 : Early Talent AwardForbes 2024 : America's Best Employers for DiversityHow we will compensate you
You have the power to determine your own income with our commission-based compensation.Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.