Financial Planner Trainee – Career Transition

New York Life; San Antonio (TX); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Long-term disability

401(k)

Pension

Job summary

New York Life is seeking a Financial Professional in the San Antonio area to build a personal client base through networking and referrals, guiding clients through retirement, protection, and education planning while offering tailored insurance and financial products.

As part of a Fortune 100 company, you’ll receive structured onboarding, licensing support, coaching, and tools to attract and retain clients. Compensation is commission-based with income potential tied to performance.

Qualifications

• Self-motivated and proactive in building client base.
• Strong communication skills for relationship building.
• Willingness to learn and grow over the long term.

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 knowledge and skills through ongoing training and real-world experience

Skills

Self-motivated

Strong communicators

Coachable

Long-term learner

Job description

Build a career that’s designed to last.

For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.

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…

The Next Step

If you’re looking for a career where your work has real impact—and your growth is in your hands— supported by a company with a long history and a strong future, let’s start a conversation.

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 180 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.

We’re proud to be recognized by the following organizations:

• Fortune (2026): World’s Most Admired Companies
• Handshake (2026): Early Talent Award
• Seramount (2025): 100 Best Companies for Workplace Programs

The results we’ve delivered for our clients include:

• 5 million policyowners protected
• $1 billion in lifetime annuity income paid
• $7.8 billion in living benefits awarded (dividends not guaranteed)
• $1.2 trillion in life insurance protection in force

• 1 largest mutual insurer in the U.S.*The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract.

1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary.

2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.

New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply

SMRU 8914120 (Exp.04/30/2027)