Financial Services Professional

Moody’s; Little Rock (AR); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

401(k) and matching

Disability insurance

Flexible schedule

Paid time off

Tuition reimbursement

Professional development support

Travel incentives

Job summary

New York Life in Glendale, CA is looking for a full-time financial professional to join as an insurance agent, offering comprehensive training, digital tools, and a supportive team to shape your career. The role emphasizes helping families with retirement planning, college savings, and a broad range of financial solutions.

Work is hybrid with office and field opportunities; compensation is commission-based with strong earning potential and ongoing training to stay current with industry

Qualifications

• Current or ability to obtain FINRA securities licensing, agent state law compliance, and investment advisory licenses.
• Strong communication and sales skills with a customer‑first mindset.
• Commitment to ongoing professional development and adherence to New York Life’s training standards.

Responsibilities

• Provide peace of mind to clients by helping them navigate complex financial challenges such as retirement planning and saving for college.
• Build and maintain long‑term, trusting relationships with individual, family, and small business clients.
• Utilize digital prospecting, marketing, and sales tools to attract and retain clients.
• Collaborate with professionals across the organization to deliver comprehensive solutions including life insurance, annuities, long‑term care, disability income, and investment products.
• Participate in ongoing training and coaching to stay current on industry regulations and product knowledge.

Skills

Competitive

Entrepreneurial

Coachable

Communicative

Self‑disciplined

Authentic

Job description

Job Overview

Full financial professional position at New York Life – an opportunity to become an insurance agent driving positive impact in the lives of families daily. You’ll receive a comprehensive training and development program, digital tools, and a supportive team while you shape your own career path.

Desired Traits

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self‑disciplined
• Authentic

Responsibilities

• Provide peace of mind to clients by helping them navigate complex financial challenges such as retirement planning and saving for college.
• Build and maintain long‑term, trusting relationships with individual, family, and small business clients.
• Utilize digital prospecting, marketing, and sales tools to attract and retain clients.
• Collaborate with professionals across the organization to deliver comprehensive solutions including life insurance, annuities, long‑term care, disability income, and investment products.
• Participate in ongoing training and coaching to stay current on industry regulations and product knowledge.

Qualifications

• Current or ability to obtain applicable FINRA securities licensing, agent state law compliance, and investment advisory licenses.
• Strong communication and sales skills with a customer‑first mindset.
• Experience or qualification in financial planning, risk management, or related fields is a plus.
• Commitment to ongoing professional development and adherence to New York Life’s training standards.

Compensation & Benefits

Commission‑based compensation with a history of high earning potential (average 2022 agency income $115,917). Supplemental bonuses and sales incentives are available.

• 401(k) and 401(k) matching
• Health insurance (medical, dental, vision)
• Disability insurance
• Flexible schedule and work‑from‑home options
• Paid time off and tuition reimbursement
• Professional development support and travel incentives for top performers

Working Conditions

Full‑time role. Hybrid work setting with office and in‑the‑field opportunities. Location: Glendale, CA with hybrid remote options.

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