Financial Services Professional

Description

Determined individuals who have the drive to succeed can build a career designed to last.

For 181+ years, New York Life has helped individuals, families, and businesses navigate life's financial goals and challenges through changing markets and generations. As a New York Life professional, you play a direct role in helping people plan and protect what matters, and develop strategies so that your clients can live through their goals. You are building a financial practice with the backing, strength, and team of a Fortune 100 company.

If you're looking for a career where your work has real impact-and your growth is in your hands- supported by a company with a long history and a strong future, let's start a conversation.

What You'll Do

• Develop relationships with clients where the focus is on their financial goals and priorities.
• Guide clients through the process of planning, implementing, and transitioning through financial milestones.
• Develop your own client base through networking, referrals, and community involvement
• Provide personalized recommendations and strategies for key financial decisions (retirement, protection, education planning, tax diversification)
• Offer tailored solutions across insurance and financial products
• Be involved in your local communities, cultivate relationships, and build a strong personal brand of integrity and passion for helping others.
• Develop relationships with professionals of different disciplines.

What Sets This Role Apart: Build a practice for yourself, NOT by yourself.

• Control Your Career Path : After two years of training, our agents can become independent career agents and continue to grow their practices. There are opportunities to grow into leadership positions; the path is yours.
• Training Support : Structured onboarding, licensing support, training and development with ongoing coaching, and opportunities to obtain professional credentials, with eligible agents the option to pursue approved credentials.

• 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.
• Product 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, allowing you to develop personalized strategies for clients to achieve and protect their financial goals.
• Career Path Flexibility : As you grow, you can specialize with the assistance of our practice models 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.

Compensation - Benefits

You have the power to determine your own income with our commission-based compensation³. Individual agent performance will determine your income. There are training subsidies available for qualified agents in your early stages.

Benefits for eligible full-time agents include medical, dental, life, and long-term disability coverages, 401(k), and pension⁵

For more information about commission-based income and benefits for financial professionals, please follow this link:

Responsibilities

• Develop and expand relationships with clients
• Have a view to help every family member or individual, prioritize their financial goals, and develop financial snapshots through fact-finding
• Engage and educate clients on strategies so that they are prepared for the unexpected life events/circumstances they may encounter
• Develop and provide strategies that are suitable based on financial and goal objectives using the client-first mindset
• Grow your network by being you. Get involved in your community, social and professional groups
• Increase your industry knowledge by following the New York Life training curriculum and American College of Financial Services certifications
• Leverage marketing, social media, and AI tools to identify potential clients
• Be there when your clients need you most

Qualifications

• Track record of career growth
• Individuals who have drive and are self-motivated
• Strong verbal and written communication skills
• Coachable
• Interested in long-term learning and growth
• Uncompromising integrity
• Passion for helping others
• Ability to build relationships
• Strong organizational skills
• Strong time management skills
• Valid life and health license preferred, or willing to obtain within 30 days