Independent Financial Advisor — Build Your Client Base

New York Life; Tampa (FL); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Training & Support

Financial Subsidy

Prepaid tuition for credentials

Independent contractor status

Job summary

New York Life seeks energetic professionals to develop their own client base in Tampa, guiding clients through retirement, protection, education planning, and insurance/financial products. You’ll build relationships, leverage training, and pursue credentials with prepaid tuition for eligible agents.

After a structured onboarding, you become an independent career agent running your own business, with ongoing coaching and access to robust tools and professional support.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Self-motivation

Communication

Relationship building

Coachable

Growth mindset

Tools

Licensing support

Job description

New York Life seeks energetic professionals to develop their own client base in Tampa, guiding clients through retirement, protection, education planning, and insurance/financial products. You’ll build relationships, leverage training, and pursue credentials with prepaid tuition for eligible agents.

After a structured onboarding, you become an independent career agent running your own business, with ongoing coaching and access to robust tools and professional support.