Independent Financial Advisor — Build Your Own Practice

New York Life; San Antonio (TX); On-site; USD 102,000 - 138,000; Full time

Benefits offered by this job

Licensing support

Onboarding and coaching

Marketing tools

Medical, dental, life insurance

Job summary

New York Life is seeking self‑motivated individuals to develop their own client base, build relationships, and guide clients through retirement, protection, and education planning with tailored solutions across insurance and financial products.

After two years of training, agents become independent career agents running their own businesses, with structured onboarding, licensing support, coaching, and access to marketing tools.

Qualifications

• Self-motivated individuals who take initiative.
• Strong communicators who enjoy building relationships.
• Coachable and open to feedback.

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

Networking

Coachable

Tools

Sales tools

Job description

New York Life is seeking self‑motivated individuals to develop their own client base, build relationships, and guide clients through retirement, protection, and education planning with tailored solutions across insurance and financial products.

After two years of training, agents become independent career agents running their own businesses, with structured onboarding, licensing support, coaching, and access to marketing tools.