Financial Services Advisor

About the Role

As a New York Life professional, you play a direct role in helping people plan and protect what matters, developing strategies so clients can achieve their financial goals. You’ll build a financial practice with the backing, strength, and team of a Fortune 100 company, where your work has real impact and your growth is in your hands.

Responsibilities

• Develop relationships with clients focused on their financial goals and priorities.
• Guide clients through planning, implementing, and transitioning through financial milestones.
• Develop your own client base through networking, referrals, and community involvement.
• Provide personalized recommendations and strategies for key financial decisions (retirement, protection, education planning, tax diversification).
• Offer tailored solutions across insurance and financial products.
• Be involved in local communities, cultivate relationships, and build a strong personal brand of integrity and passion for helping others.
• Develop relationships with professionals of different disciplines.

What Sets This Role Apart

• Build a practice for yourself, not by yourself, with the support of a Fortune 100 company.
• Control your career path: After two years of training, agents can become independent career agents and continue to grow their practices, with opportunities to move into leadership positions.
• Structured onboarding, licensing support, training and development with ongoing coaching, and opportunities to obtain professional credentials.
• Access to experienced professionals, institutional knowledge, proven best practices, and sales, prospecting, and marketing tools to attract and retain clients.
• Broad range of product solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member FINRA and SIPC).
• Career path flexibility: Specialize in areas such as wealth management, estate planning, and business solutions, or pursue leadership opportunities. Option to become a financial advisor with Eagle Strategies LLC and offer advisory services.

Benefits

• Medical, dental, life, and long-term disability coverages for eligible full-time agents.
• 401(k) and pension plans.
• Training subsidies available for qualified agents in early stages.

Pay

Commission-based compensation with potential earnings of $100,000+ at plan earnings. Individual agent performance determines income.