Financial Services Professional

About the Opportunity At New York Life, we’re dedicated to helping individuals, families, and businesses achieve financial security and peace of mind. As a Financial Services Professional, you’ll have the opportunity to build a meaningful career that combines professional growth, personal fulfillment, and the chance to make a lasting impact in your community. This role is ideal for driven, business‑driven individuals who are looking to take control of their career path, enjoy upside earning potential, and find purpose in helping others reach their financial goals.

• Build and maintain relationships with clients through trust and long‑term service.
• Identify clients’ financial needs and objectives through fact‑finding and analysis.
• Develop customized strategies to help clients meet goals such as retirement planning, wealth accumulation, and income protection.
• Provide ongoing guidance and support as clients’ needs evolve.
• Participate in professional development and training programs to enhance your skills and industry knowledge.
• Collaborate with mentors, managers, and partners to grow your career and client base.

• Comprehensive training and mentorship from experienced professionals.
• Competitive compensation structure including commissions, bonuses, and benefits.
• Career advancement opportunities through performance‑based recognition programs.
• Flexibility and independence to build your own schedule and client relationships.
• Access to industry‑leading products and tools backed by New York Life’s 175+ years of strength and stability.

• Bilingual preferred but not required.
• Strong communication, relationship‑building, and problem‑solving skills.
• Self‑motivated with a high degree of integrity and professionalism.
• Business‑driven mindset and the ability to work independently.
• Must be authorized to work in the United States.
• Willingness to obtain state life and health insurance licenses (training provided).
• Willingness to pursue FINRA registration (Series 6 or 7 and 63), supported and sponsored by New York Life.

$99,000 – $125,500 per year