Financial Services Professional

Overview

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when our policy owners need us.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world.

New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC).

New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

Full‑time agents and their dependents are immediately eligible for medical, dental, vision, long‑term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

A Licensed Insurance Agency – Equal Opportunity Employer M/F/D/V.

• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice.

• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.
• Must have effective relationship management skills.
• Must have the ability to successfully network and prospect for new clients.

$75,000 - $95,000 per year.