Financial Services Advisor

Job Description

Job 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: - professionals/income -and-benefits

$100,000+ at plan earnings

• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

• 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

• 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

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We’re proud to be recognized by the following organizations: ¹⁰

• Fortune (2026): World’s Most Admired Companies
• Handshake (2026): Early Talent Award
• Seramount (2025): 100 Best Companies for Workplace Programs

The results we’ve delivered for our clients include:

• 5 million policyowners protected
• $1 billion in lifetime annuity income paid
• $7.8 billion in living benefits awarded (dividends not guaranteed)
• $1.2 trillion in life insurance protection in force
• #1 largest mutual insurer in the U.S.

¹Based on revenue as reported by Fortune magazine June/July 2025