Financial Professional

WizeHire, Inc; Buffalo (NY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Training & licensing support

Career development

Job summary

New York Life offers a path for financial professionals to own and grow their book of business with strong backing from a trusted Fortune 100 leader. This role emphasizes independence within a supportive network, licensing assistance, and access to a broad range of life, retirement, and investment products.

You’ll develop client relationships, guide financial decisions, and leverage training and resources to expand your practice.

Responsibilities

• Develop and expand your own book of business through new client acquisition.
• 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 specialized training and professional development.

Skills

Sales & prospecting

Client relationship

Financial product knowledge

Communication skills

Education

Licensing & credentials

Job description

Take your career further with the backing of a Fortune 100 industry leader.

At New York Life, you can build your business on a foundation of strength, stability, and long-term financial leadership. As the largest mutual life insurance company in the United States,¹ with top financial strength ratings² and a long-standing presence in MDRT,³ we provide the resources, credibility, and flexibility to help you grow on your terms.

Whether you’re an established financial professional seeking more independence or exploring your next chapter, New York Life offers the opportunity to turn your experience into a business you own, backed by a company invested in your long-term success.

You’ll benefit from:

• A highly respected brand that opens doors and builds client trust
• Financial strength and stability that support long-term client relationships
• Access to a broad portfolio of solutions to meet diverse client needs
• Ongoing training, development, and a collaborative support network
• At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last.

What You’ll Do

• Develop and expand your own book of business through new client acquisition
• 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 specialized training and professional development

What Sets This Role Apart

• Training & Development: Structured onboarding, licensing support, coaching, and opportunities for professional credentials through The American College.
• Tools to Grow Your Career: Proven sales, prospecting, and marketing resources to help attract and retain clients.
• Comprehensive Solutions: Life insurance, annuities, long-term care, disability income insurance and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs.
• Flexible Career Path: Pursue leadership, specialization, or advisory services with Eagle Strategies LLC.⁵
• Autonomy: Work from a New York Life office or independently while building your brand under New York Life or your own DBA.

Growth & Specialization: Build expertise in retirement planning, wealth advisory, estate planning, and business solutions.

• Advanced Support: Access specialized guidance for complex and high-net-worth planning strategies.
• Performance Rewards: Competitive incentives and recognition opportunities.
• Peer Network: Mentorship, study groups, and a collaborative professional community.

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 $120,555.⁸ 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.⁹

(New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity)