Financial Insurance Professional

Job Description

Job Description

New York Life is seeking motivated, entrepreneurial, and client-focused individuals to join our team as Financial Professionals. In this role, you will build meaningful relationships with individuals, families, and businesses while helping clients identify financial protection and planning solutions aligned with their goals.

Key Responsibilities:

• Meet with prospective and existing clients to understand their financial goals, needs, and priorities.
• Educate clients on insurance-based protection and financial solutions, including life insurance, retirement solutions, disability income, and long-term care products.
• Develop and maintain a strong client network through referrals, networking, community involvement, and relationship building.
• Conduct client reviews and provide ongoing service as clients’ financial needs evolve.
• Build and manage your own book of business while developing a professional network and referral base.
• Utilize New York Life’s training, technology, marketing resources, and professional support to grow your practice.
• Maintain accurate client records and follow all applicable company, licensing, and regulatory requirements.
• Continuously develop financial services knowledge and professional skills through training, coaching, and mentorship.

What We’re Looking For:

• Strong communication and interpersonal skills.
• Entrepreneurial mindset and desire to build a business.
• Self-motivated, organized, and goal-oriented.
• Ability to build trust and develop long-term client relationships.
• Coachable and willing to learn.
• Strong work ethic, persistence, and professionalism.
• Previous sales, customer service, recruiting, business development, or financial services experience is helpful but not required.

What New York Life Provides:

• Comprehensive training and professional development.
• Mentorship and ongoing coaching.
• Sales, marketing, and technology resources.
• Opportunities to develop specialized expertise in areas such as retirement planning, financial guidance, estate planning, and business solutions.
• Potential career advancement into financial advising or leadership/management, subject to applicable licensing and company requirements.