Job Description
Job Description
Our Mission
At New York Life, our mission is to provide financial security and peace of mind through a comprehensive range of insurance, annuity, and investment solutions. We approach every relationship—with policy owners, business partners, and colleagues—with integrity, compassion, and respect. Guided by both confidence and humility, we serve as long-term stewards for those who place their trust in us.
We are here for good—reflecting New York Life’s enduring strength and unwavering commitment to doing what’s right for clients, our business, and society. Above all, our purpose is simple: to be there when our policy owners need us most.
Join Our Team
Join the New York Life family as a Financial Services Professional and make a meaningful impact by helping clients build secure, sustainable financial futures. In return, we are committed to your success, providing the support, tools, training, and mentorship needed to develop and advance your career.
Training, Support & Development
New York Life offers a comprehensive three-year training program designed to build your marketing, prospecting, and technical expertise. You’ll work alongside experienced agents and managers who will support you as you grow and strengthen your client base. As a Fortune 100 company, we provide the structure, resources, and leadership essential for long-term professional success.
About New York Life
New York Life is widely recognized as one of the most respected and financially strong companies in the world. We hold the highest financial strength ratings currently awarded to any U.S. life insurer by all four major rating agencies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s (Aaa), and Fitch (AAA).
For 65 consecutive years, New York Life has led the Million Dollar Round Table with more qualifying members than any other insurance or financial organization. Fortune magazine has also named New York Life one of the World’s Most Admired Companies.
Additional Information
Financial Services Professionals provide investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, and offer securities through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency. New York Life is an Equal Opportunity Employer (M/F/D/V).
¹ Full-time agents and their eligible dependents are eligible for comprehensive medical, dental, vision, long-term disability, and group life insurance benefits. New York Life reserves the right to modify or terminate benefit plans, in whole or in part, at any time.
² Source: Individual Third-Party Ratings Reports.
Compensation:
$135,000+
Responsibilities:
- Lead client workshops and educational seminars, delivering customized financial guidance aligned with individual risk profiles and long-term objectives.
- Support clients in implementing comprehensive financial strategies, including life insurance, savings programs, mutual funds, and a broad range of financial solutions.
- Maintain and analyze client financial data within the CRM to evaluate current financial positions, cash flow, goals, and future projections.
- Proactively develop new client relationships through strategic social media engagement and targeted marketing initiatives, positioning yourself as a trusted financial resource.
- Design and execute tailored financial plans that address each client’s unique needs while maximizing the full range of available products and services.
Qualifications:
- Proven ability to build and maintain long-term, trust-based client relationships.
- Demonstrated success in leveraging personal and professional networks to identify and grow new business opportunities.
- Strong commitment to ethical standards with the ability to clearly communicate and simplify complex concepts.
- Strategic and analytical thinker focused on delivering measurable, results-driven outcomes.
- Effective communicator and presenter skilled at engaging, informing, and influencing diverse audiences.
- Adaptable professional who excels in fast-paced environments and manages multiple priorities with confidence.
- Collaborative leader who values teamwork, encourages innovation, and contributes to organizational growth.
About Company
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. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.