Financial Professional

New York Life; United States; Hybrid; USD 60,000 - 180,000; Full time

Benefits offered by this job

Training subsidy

401(k)

Medical, dental, and life insurance

Job summary

New York Life is seeking a Financial Professional to help clients navigate financial decisions while building an independent business. This role offers hybrid remote work options and extensive training, including support for licensing and professional credentials. Responsibilities include developing a client base, offering tailored financial solutions, and guiding clients through critical financial choices. The position provides a commission-based income potential; recent agents averaged $120,555 in annual income. Benefits for full-time agents include medical coverage, 401(k), and pension plans.

Qualifications

• Willingness to learn and grow in a financial career.
• Ability to take initiative and build relationships with clients.
• Strong interest in financial products and services.

Responsibilities

• Develop your own client base through networking and community involvement.
• Guide clients through financial decisions like retirement and education planning.
• Offer tailored solutions using various financial products.

Skills

Self-motivated

Strong communication

Initiative

Coachable

Job description

This role can be hybrid remote depending on proximity to an office location.

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
• You have the power to determine your own income with our commission‑based compensation³
• 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 $120,555⁴. 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 pension⁵

Equal Opportunity Employer

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