Financial Advisor

Job Description

Job Description

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. New York Life, a Fortune 100 company and a leader in the financial services industry, 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 full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to 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, 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 registered investment advisor, to offer wealth management and advisory services, 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.

Why New York Life? From industry-leading training programs to a premier compensation package, New York Life provides world-class support for our financial professionals and future leaders. Our North Dallas General Office in Frisco is one of the fastest-growing in the country, offering a high-energy, entrepreneurial environment backed by 175+ years of stability.

Our extensive local and national resources include:
- NYLIC University: A comprehensive training program providing career-long support, including tuition reimbursement for advanced professional designations.

- Specialized Support Teams: Access to the Advanced Planning Group and Eagle Strategies for high-level case design.

- The Nautilus Group: An exclusive resource for qualifying agents to serve high-net-worth clients and complex business needs.

- Product Consultants: Highly trained experts on-site to assist with client acquisition and customized financial solutions.

We are committed to your professional development and long-term success. You can view our full benefits package at: nylbenefits.com/agents

Company Description

Why New York Life? From industry-leading training programs to a premier compensation package, New York Life provides world-class support for our financial professionals and future leaders. Our North Dallas General Office in Frisco is one of the fastest-growing in the country, offering a high-energy, entrepreneurial environment backed by 175+ years of stability.\r\n\r\nOur extensive local and national resources include:\r\n- NYLIC University: A comprehensive training program providing career-long support, including tuition reimbursement for advanced professional designations.\r\n\r\n- Specialized Support Teams: Access to the Advanced Planning Group and Eagle Strategies for high-level case design.\r\n\r\n- The Nautilus Group: An exclusive resource for qualifying agents to serve high-net-worth clients and complex business needs.\r\n\r\n- Product Consultants: Highly trained experts on-site to assist with client acquisition and customized financial solutions.\r\n\r\nWe are committed to your professional development and long-term success. You can view our full benefits package at: nylbenefits.com/agents