Own Your Financial Career: Independent Advisor

New York Life; Dublin (OH); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Structured onboarding and licensing

Professional credentials through The A

Sales tools and marketing resources

Commission-based income with flexible;

Job summary

New York Life is seeking financially driven professionals to build and own their client book. You will guide clients through retirement, protection and education planning, offering tailored insurance and financial solutions. Training, licensing support, and access to a broad product portfolio help you grow.

Work with a Fortune 100 company that supports your independence, while providing strong backing, a collaborative network, and potential for leadership and advisory opportunities.

Qualifications

• Proven sales experience in financial services.
• Ability to develop and manage a personal client base.
• Willingness to pursue professional credentials and licensing.

Responsibilities

• Develop and expand your own book of business through new client acquisition.
• 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 specialized training and professional development.

Skills

Client acquisition

Relationship building

Financial product knowledge

Sales training

Job description

New York Life is seeking financially driven professionals to build and own their client book. You will guide clients through retirement, protection and education planning, offering tailored insurance and financial solutions. Training, licensing support, and access to a broad product portfolio help you grow.

Work with a Fortune 100 company that supports your independence, while providing strong backing, a collaborative network, and potential for leadership and advisory opportunities.