Entry-Level Financial Advisor Trainee (Licensing)

New York Life - San Antonio; Texas; On-site; USD 40,000 - 65,000; Full time

Job summary

New York Life is seeking a Financial Professional – Entry Level to start a career in financial services with structured training and full support through licensing. No prior experience is required, and training includes help to obtain Life and Health licenses, plus access to digital tools and coaching to build lasting client relationships.

You will work with individuals and small businesses on protection, retirement planning, and education savings, earning income through a commission-based model

Qualifications

• No prior experience required; entry-level opportunity.
• Candidates must be coachable and motivated to learn.
• Willing to pursue Life and Health license with company support.

Responsibilities

• Assist clients with retirement planning, protection, and education savings.
• Partner with mentors to learn sales processes and licensing steps.
• Leverage digital tools to reach and serve clients.

Skills

Coachability

Communication

Sales aptitude

Education

Bachelor's degree preferred

Tools

CRM software

Job description

Job Description

Job Description

Financial Professional – Entry Level (Training Provided)

We are looking for individuals who are interested in starting a career in financial services with structured training and full support through licensing. This is an entry level opportunity designed for people who are coachable, motivated, and ready to build long term professional skills. No prior experience in the industry is required.

This is a career with purpose and long term opportunity. You will help clients make important financial decisions such as retirement planning, protection strategies, and education savings while building meaningful impact for individuals, families, and small businesses.

About the opportunity:
You will work closely with our team to help individuals and families with financial protection, retirement planning, and long term financial strategies. Full training is provided, including support for obtaining your Life and Health insurance license. We also provide access to an industry leading learning platform, personalized coaching, and digital tools to support your success.

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with - web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you.

You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link https://www.newyorklife.com/careers/financial-professionals/ income-and-benefits.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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 our clients.

Awards & Accolades...

We’re proud of our financial strength.

• A++ Superior (A.M. Best)

• AAA Exceptionally Strong (Fitch)

• Aaa Exceptional (Moody’s)

• AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer.

• Chief Learning Officer: 2023 CLO Learning Elite Gold award

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