Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Professional

New York Life

Build a career that's designed to last.Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.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 DoDevelop 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 experienceWhat Sets This Role ApartBe 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 ForSelf-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 roleCompensation & BenefitsYou have the power to determine your own income with our commission-based compensation³In 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,5554. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension5For more information about commission-based income and benefits for financial professionals, please follow this link: the Next StepIf 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.About New York LifeNew 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 organizations6:Fortune (2026): World's Most Admired Companies Handshake (2026): Early Talent Award Seramount (2025): 100 Best Companies for Workplace ProgramsThe results we've delivered for our clients7 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 force8 1 largest mutual insurer in the U.S.?*The terms "agent" and "financial professional" are used interchangeably and refer to someone who is in a sales role under an agent contract.1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary.2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent's contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period.5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. 6. A full list of our awards is available here: Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025.8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company's total surplus that is available, following each year's operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation.Based on revenue as reported by Fortune magazine June/July 2025(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. xhyhwjd Qualified candidates are encouraged to applySMRU 8914120 (Exp.04/30/2027)

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Professional in Chapel Hill, NC vacancy
  •  ...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... 
    Suggested
    Full time
    Contract work
    Temporary work
    Part time
    For contractors

    New York Life

    Chapel Hill, NC
    2 hours ago
  • $60k - $150k

     ...The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.* You will begin by building your own practice, developing client relationships... 
    Suggested
    Full time
    Contract work
    For contractors

    New York Life

    Chapel Hill, NC
    2 hours ago
  • $120.56k

     ...business on a foundation of strength, stability and long-term financial leadership. As the largest mutual life insurance company in...  ...on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New... 
    Suggested
    Full time
    Contract work
    Part time
    Work at office
    Flexible hours

    New York Life

    Chapel Hill, NC
    2 hours ago
  •  ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity ---You MUST live and work in the United States to be considered for this opportunity ---PLEASE do NOT apply for this opportunity... 
    Suggested
    Hourly pay
    Full time
    Part time
    For contractors
    Immediate start
    Remote work

    GFI Pros

    Durham, NC
    2 days ago
  •  ...treasury accounting, payroll and benefits accounting, fixed assets, financial reporting, and audit process across multiple entities. The ideal candidate is a detail-oriented accounting professional who can take ownership of recurring responsibilities, investigate discrepancies... 
    Suggested
    Full time

    CAREER FOUNDATIONS INC.

    Chapel Hill, NC
    3 days ago
  •  ...Are you an accounting or finance professional who enjoys variety, continuous learning, and real impact—but still wants the stability of a full-time role? Robert Half’s Full-Time Engagement Professionals (FTEP) team is growing locally, and we’re looking for talented accounting... 
    Permanent employment
    Full time
    Interim role
    Local area

    Robert Half

    Chapel Hill, NC
    3 days ago
  •  ...applies general principles of accounting to prepare corporate financial reports and maintain high-integrity general ledger accounts....  ...Protects organization identity values by maintaining strict professional data confidentiality All other duties as assigned QUALIFICATIONS... 
    Full time
    Work at office
    Local area

    Confidential Company

    Chapel Hill, NC
    2 hours ago
  •  ...a small firm that supports a diverse portfolio of clients. This role requires a hands-on professional who can handle multiple sets of books, ensure accuracy across all financial records, and deliver timely reporting. If you thrive in a fast-paced environment and enjoy... 
    Full time
    Worldwide

    Dexian

    Chapel Hill, NC
    1 day ago
  •  ...A financial services staffing company is seeking a Financial Professional for a remote or hybrid opportunity. This role focuses on building client relationships and providing financial education. Candidates do not need prior experience but must be committed to training... 
    Remote work
    Flexible hours

    GFI Pros

    Durham, NC
    5 days ago
  •  ...The ideal candidate will be responsible for timely and accurate preparation of financial accounting data in a variety of areas. It is essential that this candidate brings analytical and organizational skills in order to best support the accounting team. Responsibilities... 

    Robert Half

    Chapel Hill, NC
    3 days ago
  • $55k - $75k

     ...and Greenville offices. With an increasing workload and plans for further growth, the firm is looking to bring on talented tax professionals at both junior and senior levels. This is an excellent opportunity for someone with public accounting experience who wants... 
    Full time
    Work at office

    Career Legal

    Chapel Hill, NC
    3 days ago
  •  ...in Reidsville, NC Reports to: Finance Manager About the Role We are seeking a Manufacturing Cost Accountant to support financial operations across two manufacturing facilities. This is a hands-on role that works closely with Production, Supply Chain, and... 
    Full time

    LevelUP HCS

    Chapel Hill, NC
    2 days ago
  • $74.2k - $135.8k

     ...IT internal audit and advisory engagements in a highly technical environment with an objective mindset and appropriate level of professional skepticism Develop engagement planning documentation, including rationale for scoping decisions and create risk-based audit programs... 
    Full time
    Summer work
    Flexible hours

    The Clorox Company

    Chapel Hill, NC
    3 days ago
  •  ...Technical Skills: Excellent written, verbal, and listening communication skills; able to present ideas clearly and handle conflict professionally Strong working knowledge of building components, codes/ordinances, blueprints, and the ability to gather data and prepare... 
    Contract work
    Work experience placement
    For subcontractor
    Local area

    Muter Construction

    Chapel Hill, NC
    4 days ago
  • 3 year contract to start out Position Summary We are seeking a Project Controls Specialist II (PCS-II) to support project teams by managing project controls activities including scheduling, estimating, cost control, change management, reporting, and project analytics...
    Full time
    Contract work
    Work at office
    Relocation
    3 days per week

    Consulting Solutions

    Chapel Hill, NC
    2 days ago
  •  ...a key role in delivering strategic tax guidance and exceptional client service. This is an exciting opportunity for a tax professional who enjoys building relationships, solving complex tax challenges, and serving as a valued advisor to middle-market clients. You... 
    Full time
    Work at office
    Local area
    Relocation package
    Flexible hours
    3 days per week

    TJT

    Chapel Hill, NC
    2 hours ago
  •  ...and the impact builds with every deal. You will own the entire accounting function, at a fast pace. You will report to the Chief Financial Officer and work regularly with the rest of the executive team, which gives you visibility into how the business is run and a direct... 
    Full time

    Hueman Professional Recruitment

    Chapel Hill, NC
    2 hours ago
  •  ...leadership while also providing guidance to less-experienced team members. The successful candidate will be a thoughtful, dependable professional who can manage responsibilities independently, communicate clearly, and build trusted client relationships. This position... 
    Full time

    Hire Wire Talent

    Chapel Hill, NC
    4 days ago
  •  ...on tax planning, structuring, and strategy Analyze complex financials tied to development projects and investments Build long-...  ...ll have the opportunity to grow with it—both technically and professionally. Why TJT? The chance to work with owners and management... 
    Full time
    Work at office
    Local area
    Flexible hours

    TJT

    Chapel Hill, NC
    2 hours ago
  •  ...accounting team in Raleigh-Durham, North Carolina. This is an excellent opportunity for an experienced accounting professional to take ownership of the financial reporting and accounting functions across a portfolio of commercial real estate assets, while gaining exposure... 

    LinkedIn

    Chapel Hill, NC
    2 days ago
  • $42k - $49k

     ...Hill employees are generally required to reside within a reasonable commuting distance of their assigned duty station . The Student Financial Specialist is a non-supervisory Accounting Technician position supporting the University Cashier Office. Reporting to the... 
    Work at office
    Remote work
    Monday to Friday

    UNC-Chapel Hill

    Chapel Hill, NC
    14 days ago
  • $27 - $41 per hour

     ...a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity...  ...advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in... 
    Work at office
    Local area
    Monday to Friday

    Intuit

    Chapel Hill, NC
    19 days ago
  •  ...brand or operate under the Prudential name . Either way, you keep the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! What you get: • Flexible branding — your identity, Prudential’s, or a hybrid... 
    Full time
    Flexible hours

    Carolina Financial Group - Prudential Advisors

    Chapel Hill, NC
    4 days ago
  •  ...strategic relationships, and proven sales and management practices. We offer property management solutions ranging from comprehensive financial oversight to targeted maintenance services. Role Description The Staff Accountant is a full-time role in the Raleigh-Durham-... 
    Full time
    Work at office
    Local area

    Lundy Management Group - Lee & Associates

    Chapel Hill, NC
    1 day ago
  •  ...person who sees the full picture when others only see the numbers? Our client, Triangle Wealth Management is looking for a Senior Financial Planner who thinks in decades, not quarters. We look at a family's full financial life and build a plan that holds up against... 
    Full time
    Temporary work
    Shift work

    Nottingham & Associates

    Chapel Hill, NC
    3 days ago
  •  ...operating experience, and relationships to our portfolio companies. The team has deep expertise and networks in financial services and tech-enabled professional services. LionLight's founder previously helped establish and scale prior firm to $2.5 billion of AUM.   THE... 
    Full time

    LionLight Capital

    Chapel Hill, NC
    4 days ago
  • $115.92k

     ...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the...  ...of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and... 
    Contract work
    Live in

    New York Life

    Durham, NC
    12 days ago
  •  ...accounting, finance, or a related field Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services Experience asking questions and recommending solutions based on customer needs Ability to... 
    Hourly pay
    Seasonal work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    H&R Block

    Chapel Hill, NC
    4 days ago
  •  ...analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation. Location At Blackman &... 
    Work experience placement
    Flexible hours

    Blackman & Sloop Advisors, Inc.

    Chapel Hill, NC
    1 day ago
  •  ...analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation. Location At Blackman &... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Ascend Partner Firms

    Chapel Hill, NC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Professional. Be the first to apply!