Financial Advisor Career Transition

New York Life; San Antonio (TX); On-site; USD 102,000 - 138,000; Full time

Benefits offered by this job

Licensing support

Onboarding and coaching

Marketing tools

Medical, dental, life insurance

Job summary

New York Life is seeking self‑motivated individuals to develop their own client base, build relationships, and guide clients through retirement, protection, and education planning with tailored solutions across insurance and financial products.

After two years of training, agents become independent career agents running their own businesses, with structured onboarding, licensing support, coaching, and access to marketing tools.

Qualifications

• Self-motivated individuals who take initiative.
• Strong communicators who enjoy building relationships.
• Coachable and open to feedback.

Responsibilities

• 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.

Skills

Self-motivation

Communication

Networking

Coachable

Tools

Sales tools

Job description

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 obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
• Financial Support: Training subsidy available for eligible candidates during early stages
• Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
• Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long‑term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.
• Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².

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 compensation
• 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 $120,555. 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 pension

For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/ca...

SMRU 8914120 (Exp.04/30/2027)