Financial Services Professional

Leadership Traits

• Competitive
• Business‑minded
• Coachable
• Communicative
• Self‑disciplined
• Authentic

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long‑term success of our clients.

• Financial Strength
  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)
• Industry Position
  • Named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine
  • Training Magazine’s Training Top 100 for 2021
• Diversity & Inclusion Recognition
  • Human Rights Campaign: 2022 Corporate Equality Index
  • Forbes 2022:
    America’s Best Employers for Diversity
  • Latino Leaders 2022 Best Companies for Latinos to Work
• Client Impact
  • 5.5 million Lives Protected
  • $938 million Lifetime Annuity Income Paid
  • $4.9 billion in Living Benefits Awarded (life and annuity cash value accumulation and qualifying policy dividends paid – dividends are not guaranteed)
  • Over $1.1 trillion Life Insurance Protection In Force (term, whole, and universal)

• Understand clients’ needs and financial concerns
• Educate clients on how to plan ahead to prepare for unfortunate life events and circumstances
• Promote customized ways for clients to achieve their long‑term financial goals
• Cultivate relationships to help every family member or individual pursue financial security
• Build an insurance and financial practice by establishing professional networks and prospecting for new clients
• Provide compassion and guidance when clients face unfortunate life circumstances
• Maintain a clear focus on developing and maintaining long‑term bonds with clients, fostering trust and continuity within the community

• Sales experience preferred – business mindset, no mile too far
• Strong communication skills, both written and verbal
• Desire to help families and businesses “Be Good At Life.”
• Strong business acumen and professional business demeanor
• Perseverance in the face of challenge
• Ability to engage community and leverage personal networks/contacts

$80,000 per year