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. Responsibilities :
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
- Spend 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 circumstances
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders Qualifications :
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Basic computer skills including proficiency with Microsoft Office suite is required
- Working knowledge of accounting and sales lead software is a plus
- High school diploma required; bachelor’s degree a plus
- Bilingual is a plus
- Business-minded spirit
- Previous sales experience is preferred, but not mandatory
- Willing to obtain Life & Health license (sponsorship provided) Compensation : $60,000 - $150,000 at plan earnings
- Collaborate with team members and mentors to leverage expert knowledge, best strategies, and continuously grow
Compensation :
$60,000-$150,000 per year