Financial Professional

Job Description

Job Description

Build a career that’s designed to last.

For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.

What You’ll Do

• Develop your own client base through networking, referrals, and community involvement

• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)

• Offer tailored solutions across insurance and financial products

• Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart

• Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.

• Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.

• Financial Support: Training subsidy available for eligible candidates during early stages

• Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.

• Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.

• Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services2. What We Look For

• Self-motivated individuals who take initiative

• Strong communicators who enjoy building relationships

• Coachable and open to feedback

• Interested in long-term learning and growth, not just a short-term role.

(New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027)

New York Life: 180+ years of helping families protect their future through financial strength, trusted guidance, and lasting relationships.

Company Description

New York Life: 180+ years of helping families protect their future through financial strength, trusted guidance, and lasting relationships.