Life Insurance Agent & Financial Advisor (will license and train)

New York Life Insurance Co.; Harrisburg (Dauphin County); On-site; USD 45,000 - 80,000; Full time

Job summary

New York Life Insurance Co. seeks motivated, relationship-focused individuals to become Life Insurance Agents. This role helps clients protect loved ones, prepare for retirement, and pursue long-term financial goals.

Training will support licensing and securities registrations as needed. You will build a client base through networking, referrals, and community involvement, and participate in ongoing training and coaching.

Qualifications

• No prior insurance or financial services experience required.
• Willingness and ability to obtain required life and health license(s).
• Willingness to pursue applicable securities registrations for investment-related activities.
• Strong communication and interpersonal skills.
• Self-motivated, goal-oriented, and comfortable developing new relationships.
• Entrepreneurial mindset with an interest in building a long-term client practice.

Responsibilities

• Build relationships with individuals, families, and business owners to understand financial goals.
• Help clients identify life insurance and financial protection needs.
• Educate clients on life insurance, retirement planning, investment concepts, and other financial strategies.
• Develop personalized financial strategies based on each client’s goals, circumstances, and risk tolerance.
• Build and maintain a client base through networking, referrals, prospecting, and community involvement.
• Conduct ongoing client reviews and adjust strategies as clients’ needs and goals evolve.
• Participate in professional training, coaching, and career-development programs.
• Complete required licensing and registration requirements to expand into financial advisory and investment-related services.
• Follow all applicable company policies, regulatory requirements, and professional standards.

Skills

Communication

Interpersonal skills

Self-motivation

Entrepreneurial mindset

Job description

We are seeking motivated, relationship-focused individuals interested in building a career as a Life Insurance Agent. This role provides the opportunity to help individuals, families, and business owners protect what matters most, prepare for retirement, and work toward their long-term financial goals.

Prior financial services experience is not required. Selected candidates will receive training and support to obtain the necessary insurance license(s) and, as appropriate for the role, securities registrations required to offer investment and financial solutions.

Key Responsibilities

• Build relationships with individuals, families, and business owners to understand their financial goals and needs.
• Help clients identify life insurance and financial protection needs.
• Educate clients on life insurance, retirement planning, investment concepts, and other financial strategies.
• Develop personalized financial strategies based on each client’s goals, circumstances, and risk tolerance.
• Build and maintain a client base through networking, referrals, prospecting, and community involvement.
• Conduct ongoing client reviews and adjust strategies as clients’ needs and goals evolve.
• Participate in professional training, coaching, and career-development programs.
• Complete required licensing and registration requirements to expand into financial advisory and investment-related services.
• Follow all applicable company policies, regulatory requirements, and professional standards.

Qualifications

• No prior insurance or financial services experience required.
• Willingness and ability to obtain required life and health insurance license(s).
• Willingness to pursue applicable securities registrations for investment-related activities.
• Strong communication and interpersonal skills.
• Self-motivated, goal-oriented, and comfortable developing new relationships.
• Entrepreneurial mindset with an interest in building a long-term client practice.
• Strong work ethic and commitment to professional development.
• Sales, customer service, business development, banking, education, or relationship-management experience is a plus.

Candidates will receive training and support to develop knowledge in areas such as:

• Life insurance and financial protection
• Investments and wealth-building strategies
• Client relationship management
• Financial needs analysis
• Prospecting and business development
• Regulatory and compliance requirements
• Professional licensing and securities registrations

This role is well suited for someone who wants to build a career in financial services while making a meaningful impact on clients’ financial futures. As licensing, experience, and expertise grow, there may be opportunities to expand your practice into retirement planning, investments, and broader financial advisory services.