Financial Agent Educating

Benefits

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Leverage Your Communication Expertise:
Educators could excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.

Build Lifelong Relationships:
While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.

See the Impact of Your Work:
Just as you’ve witnessed the difference you made in the classroom, this career could offer the chance to see how your guidance positively affects clients’ lives, both now and in the future.

Achieve Greater Rewards:
Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

• A bachelor's degree in finance, business, or a related discipline is preferred.
• Prior experience in insurance, financial services, or business development is beneficial, but not required.
• Excellent interpersonal, analytical, and communication skills.
• Ability to obtain necessary insurance and financial licenses.

• Benefits:
  Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.*
• 401(k) Savings Plan:
  Help secure your future with a robust 401(k) offering.*
• Defined Benefit Pension Plan:
  Monthly payments based on earnings and years of service.*
• Competitive Compensation:
  In 2024, the average income for Financial Professionals was $120,555.**
• Career Growth:
  Access to industry-leading training, certifications, and career development resources.
• Professional Development:
  We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
• Work-Life Balance:
  Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients.

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long‑term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moody’s (Aaa), and Standard & Poor’s (AA+).

This provides our team with stability and the resources to support your professional growth.

This is an exciting, ground‑floor opportunity with our local growing practice. Our team operates with the perfect balance of fresh growth potential and the backing of New York Life’s established infrastructure. This is a chance to help build a scratch team with significant growth potential and long‑term career possibilities.

* This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.

Flexible work from home options available.