Financial Professional

About the role

New 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 clients.

Responsibilities

• Meet with clients to understand their financial goals, needs, and priorities.
• Develop and present personalized financial strategies and recommendations.
• Help clients implement solutions, including insurance, investments, and savings strategies.
• Build long-term client relationships through ongoing service and financial guidance.
• Maintain accurate records of client interactions, recommendations, and financial plans.

Qualifications

• Strong interpersonal and communication skills.
• Self-motivated, organized, and goal-oriented.
• Business-driven mindset with a desire to build a career.
• Ability to develop and maintain long-term client relationships.
• High school diploma required; bachelor's degree preferred.
• Ability to obtain required state insurance licenses and registrations, as applicable.

Benefits

• Compensation Performance-based compensation with upside earning potential, including commissions, bonuses, and other incentives based on individual results.
• Average 1st year professional earns between $80,000-$120,000.
• Comprehensive training, education, and licensing support provided by New York Life.
• The flexibility and autonomy to build a schedule that fits your goals and lifestyle.

Pay

$80,000 - $120,000 average first year salary

Schedule

The schedule is flexible and can fit your goals and lifestyle.