Independent Financial Professional: Build Your Own Practice

New York Life Insurance Co.; Madison (WI); On-site; USD 108,000 - 133,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Disability insurance

401(k)

Pension

Job summary

New York Life Insurance Co. is seeking Financial Professionals to build a personal client base and run an independent practice with the support of a Fortune 100 company.

You’ll guide clients through retirement, protection, and education planning, offering tailored insurance and investment solutions. After two years of training, you become an independent career agent with licensing support, coaching, and credentials opportunities.

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-motivated

Strong communication

Coachable

Long-term learning

Job description

New York Life Insurance Co. is seeking Financial Professionals to build a personal client base and run an independent practice with the support of a Fortune 100 company.

You’ll guide clients through retirement, protection, and education planning, offering tailored insurance and investment solutions. After two years of training, you become an independent career agent with licensing support, coaching, and credentials opportunities.