Financial Agent Entry Level

New York Life - Chicago Northshore; Chicago (IL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Company parties

Job summary

New York Life - Chicago Northshore is hiring entry-level Financial Agents. You will receive comprehensive training, mentorship, and access to New York Life's established resources as you build a career serving clients in the financial services industry.

We train you to offer multiple solutions in life insurance, annuities, long-term care, and estate planning. The role emphasizes helping clients achieve financial security, with flexible scheduling and opportunities for advancement.

Qualifications

• Bachelor's degree in finance or business preferred.
• Experience in insurance or financial services beneficial, but not required.
• Excellent interpersonal, analytical, and communication skills.
• Ability to obtain necessary insurance and financial licenses.

Responsibilities

• Offer life insurance and financial planning solutions.
• Assist clients with retirement planning and investments.
• Address long-term care and disability insurance needs.
• Help clients with estate conservation and tax diversification.

Skills

Interpersonal skills

Analytical skills

Communication skills

Licensing readiness

Education

Bachelor's degree in finance, business, or related

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 opportunity to join a growing local practice within New York Life's Chicago North Shore General Office. You'll receive training, mentorship, and access to New York Life's established resources as you build a career serving clients in the financial services industry.

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.

Meet Our Leadership Team:

Christopher J. Viveiros, CLU® – Managing Partner: Chris began his career with New York Life in 2000 in the Boston General Office. After quickly earning Executive Council* Recognized as an agent, he joined management as a Partner, became Senior Partner in 2007, and has served as Managing Partner of the Chicago North Shore General Office since 2018, building a premier team of high‑performing financial professionals. Following the death of his younger brother, Chris took time to reflect on his purpose. That experience inspired him to lead with greater intention, focusing on mentoring agents and helping them grow their careers while providing lasting financial security for families and communities. Education & Credentials: CLU®, B.S. Business Management (Finance & Psychology), Roger Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn more about Chris: https://www.linkedin.com/in/chrisviveiros/

Erica Berning, LUTCF, CLF, CLU® – Senior Partner: Erica joined New York Life in 2006 and quickly achieved Executive Council*. By 2009, at age 24, she was promoted to Partner in the Downtown Sales Office of New York Life – Chicago. She is the most tenured Partner in the office and is passionate about mentoring agents to build meaningful careers and achieve a high quality of life.

Personal: Erica and her husband, Matt, live in Elmhurst with their daughter Harper and sons Matthias Jr. and Gunnar. Follow this link to learn more about Erica: https://www.linkedin.com/in/ericatakach/

Celeste Garrett, Partner: Celeste joined New York Life in 2011, quickly achieving Executive Council* recognition twice and earning awards including Life Case Rate Leader and Annuity Champion Elite. She was promoted to Partner in 2014 and is dedicated to mentoring financial professionals while helping clients achieve lasting financial security.

Personal: Celeste and her husband, Bennie, live in Hyde Park with their two children. They are avid soccer fans and share their home with three cats and two dogs. Follow this link to learn more about Celeste: https://www.linkedin.com/in/celeste-garrett-222a20a/

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: Help secure your future with a robust 401(k) offering.*
• Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.*
• Compensation: This is a commission‑based sales position. Compensation is tied to individual production and may vary based on performance.
• Career Growth: Access to industry‑leading training, certifications, and career development resources.
• Professional Development: We provide world‑class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
• Work‑Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients.

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!

*This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.

Flexible work from home options available.