Own Your Financial Practice - Independent Wealth Advisor

New York Life Insurance Company; Roanoke (VA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Training & licensing support

Marketing resources

Flexible career path

Autonomy to operate

Job summary

New York Life Insurance Company in Roanoke, VA is seeking a motivated financial professional to build and own a client book. You’ll acquire new clients, guide them through retirement, protection, education planning, and offer tailored life insurance, annuities and investment solutions.

This role emphasizes training, licensing support, and a flexible career path with autonomy to operate from a NYL office or independently.

Qualifications

• Develop and expand your own book of business through new client acquisition.
• Guide clients through retirement, protection, and education planning.
• Offer tailored solutions across insurance and financial products.
• Pursue licenses and professional credentials with company support.

Responsibilities

• Develop and expand your own book of business through new client acquisition.
• Build relationships and guide clients through key financial decisions.
• Offer tailored solutions across insurance and financial products.
• Grow knowledge and skills through training and development.

Skills

Sales skills

Client relationships

Communication

Business development

Job description

New York Life Insurance Company in Roanoke, VA is seeking a motivated financial professional to build and own a client book. You’ll acquire new clients, guide them through retirement, protection, education planning, and offer tailored life insurance, annuities and investment solutions.

This role emphasizes training, licensing support, and a flexible career path with autonomy to operate from a NYL office or independently.