Financial Agent Entry Level

New York Life - Chicago Northshore; Deerfield (IL); On-site; USD 108,499 - 132,610; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

401(k) Savings Plan

Defined Benefit Pension Plan

Professional Development

Job summary

A leading financial services firm in Chicago is looking for an Entry-Level Financial Agent to provide tailored financial solutions to clients. Responsibilities include offering life insurance, retirement planning, and assisting with estate needs. Candidates should ideally possess a bachelor's degree in finance or business, though prior experience is not mandatory. This role offers competitive compensation, extensive professional development, and flexible work options, making it a great opportunity for someone eager to grow their career and make an impact.

Qualifications

• A bachelor's degree in finance, business, or a related discipline is preferred.
• Excellent interpersonal, analytical, and communication skills.
• Ability to obtain necessary insurance and financial licenses.

Responsibilities

• Offer multiple financial solutions to clients.
• Provide life insurance strategies to protect clients' families.
• Assist clients with retirement planning and long-term financial growth.
• Help clients plan for estate needs and minimize tax liabilities.

Skills

Interpersonal skills

Analytical skills

Communication skills

Self-discipline

Education

Bachelor's degree in finance, business, or a related discipline

Job description

Benefits

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the team at New York Life - Chicago Northshore! This is an exciting, ground‑floor opportunity with our local growing practice. Our team operates with the perfect balance of fresh growth potential and the backing of New York Life’s established infrastructure. This is a chance to help build a scratch team with significant growth potential and long‑term career possibilities.

New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long‑term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moody’s (Aaa), and Standard & Poor’s (AA+). This provides our team with stability and the resources to support your professional growth.

Follow this link to learn more about New York Life - Chicago Northshore: https://newyorklife-chicago.com/

About the Role

Entry‑Level Financial Agent: We train you to offer multiple solutions to clients, following a comprehensive financial planning approach. You will work closely with clients to address their needs in the following areas:

• Life Insurance: Protecting clients' families and legacies through comprehensive insurance strategies.
• Annuities and Investments: Helping clients plan for retirement, asset accumulation, and long‑term financial growth. (Only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.)
• Long‑Term Care Insurance & Disability Insurance: Providing peace of mind for clients facing the challenges of aging or unexpected illness.
• Estate Conservation and Tax Diversification: Assisting clients with planning for business succession, estate needs, and minimizing tax liabilities. Neither New York Life nor its financial professionals offer tax or accounting advice.

Characteristics We Seek

• Competitive: Driven to outperform and excel in challenging environments.
• Takes Ownership: Takes full responsibility for actions and results.
• Coachable: Open to learning and continuous improvement.
• Communicative: Expresses ideas clearly and listens actively.
• Self‑disciplined: Stays focused and productive, even without supervision.
• Authentic: Honest, transparent, and true to their values.

Qualifications

• A bachelor's degree in finance, business, or a related discipline is preferred.
• Prior experience in insurance, financial services, or business development is beneficial, but not required.
• Excellent interpersonal, analytical, and communication skills.
• Ability to obtain necessary insurance and financial licenses.

Benefits and Compensation

• Benefits: Includes Medical, Dental, Vision, Life, and Long‑Term Disability Insurance.
• 401(k) Savings Plan.
• Defined Benefit Pension Plan.
• Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.
• Career Growth: Access to industry‑leading training, certifications, and career development resources.
• Professional Development: We provide world‑class training, ongoing mentorship, and advanced certifications.
• Work‑Life Balance: Flexible scheduling and work‑from‑home options available.

Join Us in Making an Impact!

New York Life is more than just a financial services company—we’re a team dedicated to helping people achieve long‑term financial security. If you’re ready to make a difference and grow your career, then consider joining our local team today!