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

Financial Services Professional | Pathway to Management

New York Life

Office locations: Palm Beach Gardens, Sunrise, Miami, Florida What You’ll Do Develop 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 experience What Sets This Role Apart Be 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 pursue eligible professional credentials. Financial Support: Training subsidy available for eligible candidates during early stages. Resources & Tools: Access to experienced professionals, proven best practices, and sales, prospecting, and marketing tools. Products & Solutions: New York Life and its subsidiaries offer life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency. Career Path Flexibility: Opportunities may include specialization in wealth management, estate planning, business solutions, leadership, or qualifying to become a financial advisor with Eagle Strategies LLC2. What We Look For Self‑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 role Compensation & Benefits You have the power to determine your own income with our commission-based compensation3. In 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 pension5. For more information about commission-based income and benefits for financial professionals, please visit: About New York Life New York Life is a Fortune 100 mutual company with more than 180 years of history helping individuals, families, and businesses protect their financial futures. As a mutual company, we are accountable to our policyholders rather than outside shareholders. The 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.9 *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: 7. 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. 9. 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. Qualified candidates are encouraged to apply. Juan Vega View phone number on click.appcast.io View email address on click.appcast.io #J-18808-Ljbffr New York Life

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Professional | Pathway to Management in Florida, NY vacancy
  • A leading insurance and financial services firm is offering the Accelerated Path to Management Program. Candidates will start as financial professionals, gaining hands-on experience with sales and client management, and subsequently transition into management roles. The... 
    Suggested

    New York Life Insurance Company

    Florida, NY
    2 days ago
  • A leading financial services company is offering an Accelerated Path to Management Program in New York. This role allows you to start as a financial professional, learn essential skills in sales and client relationships, and transition into a management position. Extensive... 
    Suggested

    New York Life Insurance Company

    Florida, NY
    3 days ago
  • $40k - $65k

    Join to apply for the Financial Services Professional - Clermont, FL role at Bankers Life Bankers Life,...  ...and our expansive product portfolio Pathways to develop your Financial Professional...  ...career including leadership, wealth management, and retirement planning What makes... 
    Suggested
    Work at office
    Flexible hours

    Bankers Life

    Florida, NY
    3 days ago
  •  ...Description Summary Performs professional accounting work including...  ...consolidation and analysis of financial data. Requires a strong analytical...  ...Accountant is expected to manage multiple priorities...  ...is a diversified financial services company providing wealth management... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Florida, NY
    4 days ago
  •  ..., it has never been more difficult to start and manage a homebuilding business. Our mission is to free...  ...built cutting-edge technology, developed unique financial products, and embraced an advisory-focused sales-and-service model to empower builders of all sizes. Our aim... 
    Suggested
    Work at office
    Immediate start
    Remote work

    Priority Dispatch Corp.

    Florida, NY
    1 day ago
  •  ...growth and success. As a leading global financial services company at the heart of the global...  ...the Payments Enablement Head of Audit, managing scope, planning, and execution for areas...  ...a culture of analytical rigor, professional skepticism, and continuous improvement... 
    Worldwide
    Flexible hours

    BNY

    Florida, NY
    2 days ago
  •  ...The Financial Services Controller will oversee all accounting operations, including financial...  ...goals. Additionally, the controller will manage a team, streamline financial processes...  ...department. This job operates in a professional office environment. This role routinely... 
    Full time
    Work at office
    Monday to Friday

    KW PROPERTY MANAGEMENT AND CONSULTING

    Florida, NY
    3 days ago
  • $100k - $120k

     ...Service Advisor Location: Jupiter, Florida Are you passionate about building long-term relationships with clients and guiding them toward financial freedom? An innovative and rapidly growing wealth management firm is seeking a Service Advisor to join their team and play... 
    Full time
    Work at office
    Flexible hours

    Radium Search

    Florida, NY
    4 days ago
  •  ...The VP, Head of Credit Risk Portfolio Management is a senior member of the Enterprise...  ...associates at all levels to: Grow professionally and inspire others to do the same...  ...#LI-AT1 Raymond James is a diversified financial services company providing wealth management,... 
    Work experience placement

    Raymond James Financial, Inc.

    Florida, NY
    2 days ago
  •  ...better working world for all. Join our Financial Services Office (FSO) and you will work with...  ...key industry groups including asset management and private equity, banking and capital...  ...in a public accounting firm, a professional services firm,or comparable experience... 
    Work experience placement
    Work at office
    Flexible hours

    Ernst & Young Advisory Services Sdn Bhd

    Florida, NY
    2 hours ago
  •  ...A leading recruitment platform is seeking a Sr. Audit Manager to lead audit activities in a remote capacity. The candidate will...  ...least 5 years of audit experience preferably in the Banking or Financial Services industry, along with an undergraduate degree. Competitive... 
    Remote work

    Jobgether

    Florida, NY
    3 days ago
  •  ...Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14...  ..., so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We... 
    Temporary work
    Local area
    Flexible hours
    Night shift

    HBKS Wealth Advisors

    Florida, NY
    4 days ago
  •  ...to developing the next generation of financial professionals who are driven by purpose and impact....  ...that provides a wide range of financial services to more than 5 million people. As a...  ...Our Team: Grant Stevens – Wealth Management Advisor, District Director of Fort Lauderdale... 
    Internship
    Work at office
    Home office
    Visa sponsorship
    Flexible hours

    Northwestern Mutual

    Florida, NY
    2 days ago
  • KW Property Management & Consulting is seeking a Financial Services Controller in New York to oversee all accounting operations, financial reporting, budgeting, and audits. You will guide strategic financial decisions, manage a team, and drive profitability and efficiency... 

    KW Property Management & Consulting

    Florida, NY
    4 days ago
  • KW Property Management and Consulting seeks a Financial Services Controller to oversee accounting operations, including financial reporting, budgeting, and audits. You will lead a team, implement internal controls, and provide strategic financial guidance to support company... 
    Full time
    Work at office

    KW PROPERTY MANAGEMENT AND CONSULTING

    Florida, NY
    1 day ago
  • $58k - $65k

     ...administrative, accounting and financial reporting tasks related to...  ...the Controller in liquidity management, bank reconciliations,...  ...relationships with financial service providers. Assist with letters...  ...term and long‑term disability, professional development assistance,... 
    Temporary work
    Work at office
    Immediate start
    Remote work

    700 Chickasaw Nation Industries, Inc

    Florida, NY
    5 days ago
  • $18.56 - $34.66 per hour

     ...Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each...  ...Centers, Data Conversion Services, Financial Service Centers and clients to ensure timely...  ...timely and accurately, and effectively manage assigned client relationships with all... 
    Minimum wage
    Temporary work
    Work at office
    Local area
    Flexible hours

    ADP, Inc.

    Florida, NY
    2 days ago
  •  ...trust & estate planning, wealth management, and business advisory. Our...  ..., family offices, and professional firms. This position does not...  ...firm and does not provide legal services or legal advice. Services described are tax and financial advisory services and administrative... 
    Currently hiring

    Neil Jesani Advisors, Inc.

    Florida, NY
    3 days ago
  • KW Property Management and Consulting is seeking a Financial Services Controller to oversee all accounting operations, financial reporting, budgeting and audits. This in-office role requires leadership of a team, collaboration with executives, and the ability to drive profitability... 
    Work at office

    KW Property Management LLC

    Florida, NY
    1 day ago
  • StevenDouglas is exclusively partnering with a high-growth financial services firm seeking a Senior Accountant to join their team in New York. The role offers a hybrid schedule with the office visit required only twice a week, and collaboration across CFO, leaders, and... 
    Work at office

    StevenDouglas

    Florida, NY
    4 days ago
  •  ...early-stage, first-to-file candidates and lifecycle management strategies Oversee pipeline financial and demand forecasts, risk and opportunity scenarios,...  ...managing market research projects Knowledge of regulatory pathways, product development, and intellectual property... 
    Local area

    Jobtailor

    Florida, NY
    5 days ago
  •  ...Position: ASSOCIATE PORTFOLIO MANAGER – On-Site | Miami, FL About...  ...management and advisory services. Role Overview We are seeking...  ...of 5 years of experience in financial services (private banking, buy...  ...attention to detail. Highly professional interpersonal and communication... 
    Work at office
    Remote work
    Relocation
    Monday to Friday

    LaTeam Partners

    Florida, NY
    5 days ago
  •  ...audits covering the wealth management business activity, with focus...  ...comprehensive annual compliance / Financial Statement audits for Raymond...  ...meet both department and professional standards. Partner with...  ...Understanding of financial services products and services, especially... 
    Work experience placement
    Flexible hours

    100 Raymond James & Associates, Inc.

    Florida, NY
    1 day ago
  • $150k - $200k

     ...Consultant to drive business development within our Wealth Management division. This role involves building strategic relationships...  ...growth through referrals. Ideal candidates will have 8+ years in financial services and a strong sales background. This position offers a... 

    Calamos Investments

    Florida, NY
    3 days ago
  • A major financial services firm is seeking a Senior Vice President, Auditor to lead complex global...  ...years' experience in audit and risk management, along with expertise in payment...  ...candidate will have a bachelor's degree and professional certifications like CPA or CIA.... 

    BNY

    Florida, NY
    3 days ago
  • Kelsie Saskill - State Farm Agent is seeking a Financial Services Specialist to help market financial products and assist customers with portfolio management. You'll utilize your financial knowledge to effectively educate customers on managing everyday risks. This role... 
    Remote job
    Work from home
    Flexible hours

    Kelsie Saskill - State Farm Agent

    Florida, NY
    2 days ago
  •  ...division of J.P. Morgan Wealth Management, offers U.S. based clients...  ...advisors the personalized service of a dedicated wealth management...  ...largest and most respected financial firms in the world. Our...  ...team members while maintaining professionalism in difficult situations. Preferred... 
    Shift work

    JPMorgan Chase & Co.

    Florida, NY
    3 days ago
  •  ...oversees the second line of defense (2LOD) operational risk management functions for both Fraud and Payments risk, providing direction...  ...10+ years of experience in operational risk, governance, or financial services risk management 5+ years of leadership experience, managing... 

    Jobtailor

    Florida, NY
    4 days ago
  • A financial institution is seeking a Private Wealth Management Advisor in New York. The role involves managing affluent client portfolios, collaborating for wealth service offerings, and focusing on relationship growth. A bachelor's degree and five years in financial services... 
    Full time

    Regions Bank

    Florida, NY
    3 days ago
  •  ...working independently. Provide basic financial modeling input into business...  ...conclusions and answer critical questions. Professionally interpret financial information...  ...James is a diversified financial services company providing wealth management, capital markets, asset... 
    Work experience placement
    Work at office

    Raymond James Financial, Inc.

    Florida, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Professional | Pathway to Management. Be the first to apply!