Financial Services Agent — Flexible Schedule & Growth

New York Life; Dublin (OH); On-site; USD 45,000 - 75,000; Full time

Job summary

New York Life in the United States recruits and hires thousands of new agents each year, offering a path to build a financial services business with earnings potential, flexibility, and meaningful client impact.

As a licensed agent, you schedule appointments, meet clients, analyze information, and provide product recommendations with ongoing service, supported by extensive training and guidance. This opportunity emphasizes growth, independence, and helping clients secure their financial futures.

Qualifications

• Licensed to sell insurance and financial products.
• Experience scheduling appointments and meeting clients.
• Ability to analyze client information and make product recommendations.
• Provide ongoing service and client relationship management.

Responsibilities

• Schedule appointments with clients and meet with them.
• Analyze clients' information and recommend suitable products.
• Provide ongoing service and support to clients.

Skills

Client meetings

Sales aptitude

Communication skills

Financial services knowledge

Job description

New York Life in the United States recruits and hires thousands of new agents each year, offering a path to build a financial services business with earnings potential, flexibility, and meaningful client impact.

As a licensed agent, you schedule appointments, meet clients, analyze information, and provide product recommendations with ongoing service, supported by extensive training and guidance. This opportunity emphasizes growth, independence, and helping clients secure their financial futures.