Financial Services Consultant

* This Position is Located in New York, Manhattan*

As a Financial Services Consultant at New York Life and NYLIFE Securities, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based role, you'll run your own practice with the support of a Fortune 100 company. You’ll offer customized solutions through life insurance, investments, and long-term care insurance. Your hard work will be valued and rewarded, helping you and your clients build a secure future.

This position offers a hybrid work schedule, blending in-office work with community events, networking, and relationship-building.

• Excellent communication and interpersonal skills.
• Minimum 3 years of sales experience in sales, customer service, or consulting (preferred).
• Life, Accident, and Health license required or willingness to obtain within a reasonable time.
• Series 7, 66, or 63 license preferred but not required.
• A desire for an entrepreneurial mindset and a passion to help others.
• Strong knowledge of sales techniques and strategies.

It is also a plus if you have strong interpersonal management skills, are a self‑starter, and capable of working individually as well as in a team environment.

Do you consider yourself to have these qualities?

• Sales knowledge
• Strong communication skills and ability to talk to anyone easily
• Enjoy engaging in your community and networking
• Self‑starter and eager to learn new things

• Partner with clients to understand their financial goals and concerns, delivering holistic, long‑term planning solutions
• Design and implement comprehensive strategies across protection planning, retirement income distribution, tax‑efficient investing, estate conservation, and education funding
• Utilize insurance and risk‑management solutions as part of an integrated financial plan, aligned with each client’s broader wealth strategy
• Build and grow a personal book of business through relationship‑based networking and professional referrals
• Serve clients through New York Life Securities, leveraging a platform with $808B+ in assets under management, and Eagle Strategies, a registered investment advisor overseeing $35B+ in fee‑based assets
• Establish trusted, multi‑generational relationships by delivering ongoing planning, guidance, and fiduciary‑minded advice

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

• Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship
• Full‑time trainers who are extremely proficient in teaching the information and skills needed to lead you to a successful career
• Support from corporate development managers and product consultants to assist you
• Access to state‑of‑the‑art marketing support
• In conjunction within office trainings, we’ve created a comprehensive and user‑friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
• You can read in full about all benefits for our Financial Professional role here:
• We have Fast Track to Management opportunities for qualified professionals once established in the career.

• Fortune 2024:
  World’s Most Admired Companies
• Forbes 2024:
  America’s Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women

• 5.1 million lives protected (includes all owners of individual life insurance and annuity policies)
• $6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
• $983 million lifetime annuity income paid (includes all payouts on individual income annuity products)
• Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

1.) 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 terminate benefit plans at any time for any reason.

2.) MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

• 401(k)
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Vision insurance

Full‑time, Contract

Hybrid remote in New York, NY 10007