Financial Professional – New York Life

Build a Career with Purpose. Build a Career of Your Own.

New York Life is seeking motivated individuals who are interested in building a career in financial services while making a meaningful difference in the lives of individuals, families, and businesses. As a Financial Professional, you will work directly with clients to understand their goals, identify their financial needs, and provide insurance and financial solutions designed to help protect what matters most and prepare for the future.

You’ll have the opportunity to build your own client base and practice while receiving training, resources, mentorship, and support from New York Life.

What You’ll Do

• Develop relationships with prospective clients through networking, referrals, and community involvement
• Meet with individuals, families, and business owners to understand their financial goals and needs
• Educate clients on insurance and financial solutions
• Recommend appropriate solutions based on each client’s individual circumstances
• Build and manage your own book of business
• Provide ongoing service and develop long-term client relationships
• Participate in professional training, development, and licensing programs
• Grow your practice through disciplined prospecting, relationship building, and business development

Who We’re Looking For

Successful candidates are typically:

• Forward-thinking and self-motivated
• Competitive and goal-oriented
• Coachable and eager to learn
• Strong communicators and relationship builders
• Disciplined and accountable
• Comfortable meeting new people and developing a professional network
• Passionate about helping others achieve greater financial security

Previous financial services experience is not required. Candidates with backgrounds in sales, business development, management, education, athletics, military service, or other relationship-driven professions may find their skills transfer well to this career.

Training & Development

New York Life provides access to comprehensive training and professional development designed to help Financial Professionals build the knowledge and skills necessary to develop their practice. Training includes areas such as client relationship management, marketing, business development, financial products, and professional licensing.

Career Growth

A career as a Financial Professional can open the door to multiple professional paths. Depending on qualifications, licensing, performance, and other requirements, Financial Professionals may have opportunities to pursue:

• Advanced insurance and financial services opportunities
• Registered Representative opportunities through NYLIFE Securities LLC
• A path toward becoming a Financial Advisor
• Leadership and management opportunities
• Building a long-term independent financial services practice

Compensation

This is a commission-based career opportunity in which income potential is influenced by individual sales, performance, and the ability to develop and serve clients. Qualified Financial Professionals may also be eligible for certain benefits and additional compensation opportunities.

Why New York Life?

New York Life has been helping individuals, families, and communities build financial security for more than 180 years. As a Financial Professional, you can build your career with the resources and support of an established Fortune 100 company while creating a practice and professional network of your own. If you’re motivated to build something of your own, develop professionally, and make a meaningful impact in your community, we’d like to hear from you.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Meet with clients to understand their financial goals, needs, and priorities. Develop and present personalized financial strategies and recommendations. Help clients implement solutions, including insurance, investments, and savings strategies. Build long-term client relationships through ongoing service and financial guidance. Maintain accurate records of client interactions, recommendations, and financial plans. Strong interpersonal and communication skills. Self-motivated, organized, and goal-oriented. Business-driven mindset with a desire to build a career. Ability to develop and maintain long-term client relationships. High school diploma required; bachelor's degree preferred. Ability to obtain required state insurance licenses and registrations, as applicable. Employment is contingent upon successful completion of a background review and satisfaction of applicable licensing requirements.