Financial Advisor

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.

New York Life is seeking a self‑motivated, driven individual with integrity and a passion for making a positive impact on people’s lives to help clients develop a sound, long‑term strategy to achieve their financial goals.

• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM

• Strong relationship management skills and/or experience required
• Must possess uncompromising integrity and the ability to communicate complex ideas
• Must have the ability to successfully network and prospect for new clients

Compensation: $90,000 - $120,000 per year (plan earnings)

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.