Financial Advisor & Planner — Hybrid & Flexible Schedule

Moody's Corporation; Little Rock (AR); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

401(k) and matching

Disability insurance

Flexible schedule

Paid time off

Tuition reimbursement

Professional development support

Travel incentives

Job summary

New York Life in Glendale, CA is looking for a full-time financial professional to join as an insurance agent, offering comprehensive training, digital tools, and a supportive team to shape your career. The role emphasizes helping families with retirement planning, college savings, and a broad range of financial solutions.

Work is hybrid with office and field opportunities; compensation is commission-based with strong earning potential and ongoing training to stay current with industry

Qualifications

• Current or ability to obtain FINRA securities licensing, agent state law compliance, and investment advisory licenses.
• Strong communication and sales skills with a customer‑first mindset.
• Commitment to ongoing professional development and adherence to New York Life’s training standards.

Responsibilities

• Provide peace of mind to clients by helping them navigate complex financial challenges such as retirement planning and saving for college.
• Build and maintain long‑term, trusting relationships with individual, family, and small business clients.
• Utilize digital prospecting, marketing, and sales tools to attract and retain clients.
• Collaborate with professionals across the organization to deliver comprehensive solutions including life insurance, annuities, long‑term care, disability income, and investment products.
• Participate in ongoing training and coaching to stay current on industry regulations and product knowledge.

Skills

Competitive

Entrepreneurial

Coachable

Communicative

Self‑disciplined

Authentic

Job description

New York Life in Glendale, CA is looking for a full-time financial professional to join as an insurance agent, offering comprehensive training, digital tools, and a supportive team to shape your career. The role emphasizes helping families with retirement planning, college savings, and a broad range of financial solutions.

Work is hybrid with office and field opportunities; compensation is commission-based with strong earning potential and ongoing training to stay current with industry