Financial Services Professional

New York Life Insurance Co.; Ridgeland (MS); Hybrid; USD 60,000 - 90,000; Full time

Job summary

New York Life Insurance Co. is seeking a Financial Services Professional for a full-time, hybrid role based in Ridgeland, MS, with flexible work-from-home options.

You will meet with clients to assess financial goals and provide guidance across insurance, investments, and retirement planning. Responsibilities include developing personalized strategies, presenting suitable solutions, and reviewing plans regularly while building a growing client base and collaborating with internal teams to stay

Qualifications

• Knowledge or strong interest in Financial Planning and Financial Services.
• Ability to guide clients through Retirement Planning.
• Excellent communication and presentation of information.
• Education or experience in business, finance, economics, or a related field preferred.
• Commitment to ethical standards, client-focused service, and regulatory compliance.
• Ability to work independently and build a client base through networking.
• Willingness to obtain and maintain applicable licenses (insurance & securities).
• Comfort with using digital tools, CRM systems, and virtual meeting platforms.

Responsibilities

• Meet with clients to understand financial goals and provide guidance across insurance, investments, and retirement planning.
• Develop personalized financial strategies and present suitable product solutions.
• Regularly review clients’ plans to adapt to changing needs and maintain relationships.
• Build and maintain a growing book of business and collaborate with internal teams.
• Stay informed on industry trends, compliance and New York Life offerings; participate in training.
• Provide ongoing training and professional development support to grow practice.

Skills

Financial Planning

Retirement Planning

Client Communication

Networking

Independent Work

Licensing Readiness

CRM & Digital Tools

Education

Background in Business/Finance/Economics

Tools

CRM Systems

Virtual Meeting Platforms

Job description

Company Description

New York Life is a mutual company with over 180 years of history, committed to transparency, objectivity, and integrity in helping clients achieve long-term financial milestones. The company supports local communities through a strong culture of giving and volunteerism, led by the New York Life Foundation. Team members benefit from resources and programs focused on career development, personal growth, collaboration, innovation, and diversity and inclusion. New York Life offers a full range of Insurance, Investments, Retirement, and Advisory Services through its affiliated companies. As an Equal Opportunity Employer, New York Life welcomes individuals of all backgrounds and identities to build a meaningful career in financial services.

Role Description

This full-time Financial Services Professional role is a hybrid position based in Ridgeland, MS, allowing some work from home flexibility. The role involves meeting with clients to understand their financial goals and providing comprehensive guidance in areas such as insurance, investments, and retirement planning. Day-to-day responsibilities include developing personalized financial strategies, presenting suitable product solutions, and regularly reviewing clients’ plans to adapt to changing needs. The Financial Services Professional will also build and maintain long-term client relationships, manage a growing book of business, and collaborate with internal teams to stay informed on industry trends, compliance requirements, and New York Life offerings. Ongoing training, professional development, and support are provided to help the Financial Services Professional grow a successful and ethical practice.

Qualifications

• Demonstrated knowledge or strong interest in Financial Planning, Finance, and Financial Services.
• Ability to guide clients through Retirement Planning and long-term wealth accumulation strategies.
• Excellent Communication skills, including active listening, client education, and clear presentation of complex information.
• Relevant education or experience in business, finance, economics, or a related field is preferred.
• Commitment to ethical standards, client-focused service, and regulatory compliance.
• Ability to work independently, manage time effectively, and build a client base through networking and relationship-building.
• Willingness to obtain and maintain applicable insurance and securities licenses as required.
• Comfort with using digital tools, CRM systems, and virtual meeting platforms to support a hybrid work environment.