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

Agent/Registered Representative/Financial Advisor

New York Life

Job Description

Job Description

New York Life is seeking an experienced Financial Representative or Financial Advisor to join our growing office. Strong applicants will have demonstrated an entrepreneurial “growth” mindset and a passion for working with their clients. In return, New York Life will offer stability, continuous development support, a formal track to management for qualified candidates, and an impressive product suite to help your clients plan for their financial future.

Desired Skills and Experience

4-year college degree

3+ years industry experience as a Registered Representative/Financial Advisor

Experience selling insurance; Life and Health License preferred

Securities Registrations as a Registered Representative: FINRA S6, S63 and/or S7 preferred

Accredited Designations preferred such as CFP, ChFC, or MSFS

Possess strong knowledge of the investment business and understanding of comprehensive financial planning concepts

Accomplished communicator with strong verbal and written skills

New York Life is committed to offering its Agents/Registered Representatives/Financial Advisors training and support

Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path

Our Advanced Planning Group supports a variety of wealth strategies and business planning objectives.

Eagle Strategies is a Registered Investment Advisor for qualifying agents who are also Registered Representatives and wish to offer investment advisory services

A team of highly-trained, experienced product consultants to support your client acquisition needs

Dedicated underwriters who work diligently on cases

Committed managers who don’t sell; but instead are dedicated to helping you succeed

A formal program for leadership and corporate opportunities, if desired

Our compensation and benefits programs include:

Significant Income Potential

Comprehensive medical coverage1 2

Retirement package; defined benefit pension plan and 401k2

Group life and disability income insurance1 2

Devotion to its policy owners has led New York Life through over 170 years of industry success. Some of our accolades include:

#69 on Fortune 100 in 2018

Most MDRT3 members in the United States

Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) according to Third Party Ratings Reports as of 7/30/18.

EOE M/F/D/V/SO

SMRU 1799504 /EXP 7/1/19

Vacancy posted 14 days ago
Similar jobs that could be interesting for youBased on the Agent/Registered Representative/Financial Advisor in New York, NY vacancy
  • A leading insurance agency located in New York is looking for a Registered Representative - State Farm Agent Team Member. In this role, you will market financial products and provide investment options to a diverse clientele. The ideal candidate will have a strong knowledge... 
    Suggested

    State Farm Agent

    New York, NY
    5 days ago
  • $18 - $20 per hour

     ...Registered Staff/Agent - Japanese Bilingual New York, New York, United States $ 18.00 - 20.00 (US Dollar) We are seeking a flexible and reliable Registered (Support) Staff to join our team. In this role, you will provide various administrative support services... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekday work

    A-Staffing Inc.

    New York, NY
    3 days ago
  • $50k - $70k

    Registered Representative - State Farm Agent Team Member Full Time in Hiram - GA ROLE DESCRIPTION As a Registered Representative - State Farm Agent Team...  ...- State Farm Agent, you will successfully market financial services products that manage everyday risks. Your proficient... 
    Suggested
    Full time
    Work at office

    Davegrant

    New York, NY
    3 days ago
  • $55k - $75k

    Role Description As a Registered Representative - State Farm Agent Team Member with Anthony Petrozzella - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative... 
    Suggested
    For contractors
    Work at office

    State Farm Agent

    New York, NY
    5 days ago
  • $80k - $120k

    Registered Representative - State Farm Agent Team Member Full Time in Augusta - GA Benefits 401(k) 401(k) matching Bonus based on performance Health insurance...  ...isn’t just about insurance policies—it’s about total financial security for our community. We are looking for a... 
    Suggested
    Full time
    Flexible hours

    Insuredwithingham

    New York, NY
    2 days ago
  • $750 per month

     ...Customer Service Specialist - Near-Native English Agent Callplex Canada Inc. is a leading provider of outsourced Customer Care and Sales solutions. We help companies save money and scale faster by providing near-native-speaker agents at competitive prices. Job Description... 
    Full time
    Remote work
    Work from home
    Monday to Friday

    Jobs for Lebanon

    New York, NY
    3 days ago
  • $18 per hour

     ...IMMEDIATE FINANICAL CUSTOMER SERVICE REPRESENTATIVE NEEDED. YOU CAN START IMMEDIATELY. OPPORTUNITY TO WORK FOR ONE OF THE INVESTOR RESPONSE...  ...communication skills Description Provide customer service to registered shareholders through inbound and outbound call lists. Educate... 
    Contract work
    Temporary work
    Work at office
    Immediate start
    Remote work
    Monday to Friday

    TEKsystems

    New York, NY
    3 hours ago
  • Bank of America in New York, NY seeks a financial advisor to help clients achieve financial goals through brokerage products and banking solutions. You will triage client leads, refer to partners, and review goals with clients while maintaining regulatory compliance. The... 

    Bank of America

    New York, NY
    2 days ago
  •  ...A growing financial services organization is seeking motivated professionals to deliver structured financial education and support individuals through a standardized engagement process. This remote role emphasizes the importance of strong communication skills and a professional... 
    Remote work

    All Financial Freedom

    New York, NY
    1 day ago
  • $50k - $70k

     ...Customer Retention Specialist - State Farm Agent Team Member Full Time in Bayside Opportunity for advancement Paid time off 401(k) Bonus based on performance Customer Retention Specialist – Service Focused Nick Albernas State Farm 20935 Northern Blvd, Suite 211 Bayside... 
    Full time
    For contractors
    Work at office

    Albernasinsurance

    New York, NY
    1 day ago
  •  ...for advancement Paid time off Training & development Job Overview New York insurance and financial service company is seeking full-time Spanish-speaking Customer Service Representative. The perfect candidate is an ambitious team player with experience handling high... 
    Base plus commission
    Full time

    Tom Shannon - State Farm Agent

    New York, NY
    5 days ago
  •  ...Financial Customer Experience Associate Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our... 

    Moomoo

    New York, NY
    2 days ago
  • A growing company is seeking a Customer Support Representative to provide remote assistance. Responsibilities include answering inbound calls, educating Financial Advisors, and multitasking effectively in a fast-paced environment. Candidates should have 1-2 years of call... 
    Remote job

    ReqRoute Inc

    New York, NY
    1 day ago
  • Bank of America is seeking a client-focused financial advisor to help clients reach their financial goals through customized planning and brokerage services. You will review goals, build financial plans, and recommend appropriate investment and banking solutions while ensuring... 

    Bank of America

    New York, NY
    3 days ago
  • Bank of America is seeking a Financial Services Advisor in Brooklyn, NY, to provide comprehensive advice and customized solutions helping clients meet financial goals. The role includes reviewing goals, recommending products, and completing required licenses and training... 

    Bank of America

    New York, NY
    5 days ago
  • A financial services company is seeking a motivated Financial Services Representative to work with individuals and families on financial strategies related to protection and retirement planning. The role involves assessing client goals, presenting financial solutions, and... 
    Flexible hours

    Atlasfinancialsolutions Co

    New York, NY
    2 days ago
  • A financial services organization is looking for motivated individuals to deliver structured financial education and support clients through a standardized engagement process. No prior experience is required, as comprehensive training and licensing support are provided.... 
    Remote job
    Flexible hours

    All Financial Freedom

    New York, NY
    1 day ago
  • $37.5k - $50k

     ...Telemarketer - State Farm Agent Team Member Full Time in Staten Island, NY Replies within 24 hours Overview We are currently seeking a dynamic and enthusiastic Telemarketer to join our team. As a Telemarketer, you will play a crucial role in expanding our client base and... 
    Full time
    For contractors

    Michaeltharian

    New York, NY
    4 days ago
  • $40k - $75k

     ...in Fully Remote - US ROLE DESCRIPTION Tyler Ayers - State Farm Agent is seeking an organized and efficient specialist to fulfill...  ...customer service Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Able to... 
    Full time
    For contractors
    Work at office
    Remote work

    Coloradospringsinsuranceagent

    New York, NY
    1 day ago
  • $18 per hour

     ...Responsibilities Make outbound calls to prospective clients to promote State Farm insurance products and services. Identify and qualify leads for agents by gathering relevant client information. Follow up on leads generated from marketing campaigns or referrals to schedule... 
    Hourly pay
    Part time
    For contractors
    Flexible hours

    Reypolanco

    New York, NY
    4 days ago
  • $18 - $22 per hour

     ...Additional performance bonuses based on activity, dial volume, contact rate, consistency, and appointment setting results State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are... 
    Hourly pay
    Full time
    Part time
    For contractors
    Flexible hours
    Afternoon shift

    Mysfinsurance

    New York, NY
    4 days ago
  • $600 - $1,000 per week

     ...join our growing team! Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team...  ...Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful... 
    Full time
    For contractors
    Work at office

    Jpfischer

    New York, NY
    4 days ago
  • $13 - $18 per hour

     ...Telemarketer - State Farm Agent Team Member Part Time in Dover, DE Looking for a part-time job that provides meaningful work and competitive compensation? Consider a position in a State Farm Agent's office. Responsibilities Work with the agent to establish and meet marketing... 
    Hourly pay
    Part time
    For contractors
    Work at office
    Flexible hours

    Mattbasile

    New York, NY
    4 days ago
  • $35k - $55k

    Customer Retention Specialist - State Farm Agent Team Member Full Time, Lafayette, NJ 07848 About the Role Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy renewals... 
    Full time
    Work at office

    Glennajones

    New York, NY
    4 days ago
  •  ...Pharmaceutical Sales Representative – Entry Level or Experienced   If you are looking to work or break into a Pharmaceutical Sales Representative and promote innovative as well as clinically proven pharmaceutical products then we want to talk to you. We are dedicated... 
    Temporary work
    Work at office
    Immediate start

    Prism Biotech, Inc

    New York, NY
    3 days ago
  • $45k - $65k

    Customer Retention Specialist - State Farm Agent Team Member Full Time - Lafayette Hill, PA (within 19444; new location in 19119) Overview We are a growing State Farm independent contractor agency seeking a service‑oriented Customer Retention Specialist who excels at supporting... 
    Full time
    For contractors

    Lphenry

    New York, NY
    3 days ago
  • TD Bank is seeking a Retail Banker I in Columbia, SC to serve as a customer liaison, offering financial expertise and consultative advice to help Customers meet their banking needs. The role supports TD’s growth by identifying solutions and strengthening customer relationships... 

    TD

    New York, NY
    2 days ago
  • Santander US is seeking an Associate Financial Advisor to help clients identify financial needs and implement suitable investment and insurance solutions. You will work with branch leadership to grow relationships and achieve investment sales targets. The role emphasizes... 

    Santander US

    New York, NY
    1 day ago
  • $50k - $70k

    About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around... 
    Work at office
    Local area
    Weekend work
    Afternoon shift

    moomoo

    New York, NY
    1 day ago
  • ## Financial Advisor Associate- Marine Park, BrooklynPostulerremote type: Sur placelocations:...  ...performance, collaboration and enthusiasm* Represents TD Wealth to the general public in a...  ...Laws. May (or may not) be a registered position under FINRA.* Must be eligible... 
    Temporary work
    Traineeship
    Work experience placement
    Casual work
    Work at office

    TD Bank

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Agent/Registered Representative/Financial Advisor. Be the first to apply!