Fast Track to Management

Responsibilities

• Scheduling and conducting client meetings
• Analyzing clients’ financial needs and goals
• Recommending tailored insurance and financial solutions
• Providing ongoing service and support
• Working in both personal and business markets to assist clients with estate planning, retirement planning, and employee benefits.

Qualifications

• Life and Health License required
• Previously managed a team of individuals required
• Series 6 or 7 and Series 63 required
• Previous experience in Financial Services industry required
• Highly motivated, goal-oriented, strong communicator required
• Previous experience in Insurance industry a plus
• Previous sales experience a plus
• Bilingual Speaking (Spanish, Portuguese, other) a plus

Pay

$85,000 - $150,000/year

About New York Life - Team Vigil

New York Life stands as a pillar of strength & reliability in the insurance industry. For over 180 years, we have upheld our unwavering commitment to financial security, high-quality products, & exceptional service.

• Unmatched Stability: New York Life has consistently honored its “promise to pay” through all economic cycles.
• Industry Leadership: In 2025, for the 71st consecutive year, New York Life led the Million Dollar Round Table (MDRT) with more agent memberships than any other company nationwide. MDRT represents the highest level of achievement, excellence, and client service in the financial industry.
• Diverse Financial Solutions: Beyond life insurance and annuities, our associates provide clients with a robust selection of financial planning tools, including mutual funds and pension products.