Financial Agent Entry Level

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the team at Barr District - New York Life!

At Barr District - New York Life, we believe growth should be intentional, aligned, and built to last. Our mission is to build momentum by identifying real potential, restoring ownership, and creating clear paths forward so the right people grow the right way, without force or shortcuts. We operate with a vision rooted in flow: where individuals understand their capabilities, standards are clearly defined, and progress feels aligned rather than pressured. By building systems and relationships designed to compound over time, we create a foundation for long-term professional success and meaningful client impact.

Follow this link to hear from multiple New York Life agents and discover the rewarding career paths they’ve created:

Meet Our Team:

Brooks Barr, Partner:

• Time with New York Life: 8 years of leadership and development within the organization.
• Previous Experience: Background in teaching and coaching, bringing mentorship and team-building experience into financial services.
• Passionate About: Spending time with family, following the Texas Rangers, college football, and being active in church.

Mark Kissinger, Financial Advisor:

• Time with New York Life: 8 years of experience serving clients and growing his practice.
• Previous Experience: Worked in an Allstate office, gaining foundational experience in insurance and client service.
• Passionate About: Coaching rugby, spending time with family, and traveling.

Andrew Austin, Financial Advisor:

• Time with New York Life: 1 year of building his career in financial services.
• Previous Experience: Worked in a call center at TIAA, developing strong client communication and service skills.
• Passionate About: Spending time with family, cruising, playing pickleball, and giving back to the community.

Robert Silva, Agent:

• Time with New York Life: 2 years of developing his practice and client relationships.
• Previous Experience: Worked in the restaurant industry waiting tables, building strong interpersonal and customer service skills.
• Passionate About: Securing his family’s future, working out, and spending time with loved ones.

What You’ll Do:

• Learn the business by building your own client base and financial practice
• Develop leadership, coaching, and team-building skills
• Recruit, mentor, and develop future financial professionals
• Drive performance, culture, and accountability within your team
• Progress toward management roles by meeting clearly defined production, licensing, and performance milestones*

Why This Opportunity Stands Out:

• Performance-based path to management (no waiting for openings or seniority)
• Uncapped income potential * with multiple compensation streams
• Early financial support and training allowances * during your initial development phase
• Structured leadership training, mentorship, and executive-level coaching
• Long-term income opportunities through renewals and team development

This opportunity is ideal for individuals who are:

• Ambitious, competitive, and results-driven
• Coachable and growth-minded
• Natural leaders or aspiring leaders
• Comfortable being accountable for outcomes
• Motivated by building and leading others

You may be a strong fit if you:

• Prior management or business development experience is helpful, but not required. We invest heavily in training and development.
• Have previously run your own business
• Hold an MBA or other advanced degree

Benefits and Compensation:

• Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.*
• 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.*
• Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.*
• Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.**
• Career Growth: Access to industry-leading training, certifications, and career development resources.
• Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
• Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. 

Important Disclosures & Program Details:

• Specific production, licensing, and performance requirements must be met before transitioning to field management. Advancement is not guaranteed and is based on individual results.
• Income and compensation are not guaranteed and depend on individual performance, production, licensing, and applicable compensation plans. Compensation plans are subject to change at the Company’s discretion.
• Securities products may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
• Benefits, retirement plans, and training programs are subject to eligibility requirements and may change.

Join Us in Making an Impact!
New York Life is more than just a financial services company—we’re a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, then consider joining our local team today! 

*This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.

Flexible work from home options available.