Job Description
Job Description
Our Mission
At New York Life, our mission is to deliver financial security and peace of mind through our insurance, annuity, and investment solutions. We conduct every interaction with policy owners, business partners, and colleagues with integrity, compassion, and respect. Grounded in both confidence and humility, we serve as long-term stewards for those who trust us.
We are here for good; a reflection of New York Life’s enduring strength and our unwavering commitment to doing what’s right for our clients, our business, and society. Above all, our purpose is simple: to be there when our policy owners need us most.
Join Our Team
Become part of the New York Life family as a dedicated Financial Services Professional. You’ll make a lasting difference in people’s lives by helping clients build secure, sustainable financial futures. In return, we’re committed to supporting your professional growth, providing the tools, training, and mentorship you need to succeed.
Training, Support & Development
New York Life offers a comprehensive three-year training program with robust marketing, prospecting, and technical support. You’ll have the opportunity to collaborate with highly successful agents and managers who will help you build and strengthen your client base. As a Fortune 100 company, we provide the resources, structure, and ongoing guidance necessary to achieve lasting success.
About New York Life
New York Life stands among the most respected and financially secure companies in the world. We have earned 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)**¹.
For 65 consecutive years, New York Life has led the Million Dollar Round Table, boasting more members than any other insurance or financial organization². In addition, Fortune Magazine has recognized New York Life as one of the World’s Most Admired Companies.
Additional Information
Financial Service 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 immediately eligible for comprehensive medical, dental, vision, long-term disability, and group life insurance benefits. New York Life reserves the right to modify or terminate any benefit plans, in whole or in part, at any time.
² Source: Individual Third-Party Ratings Reports as of July 30, 2018.
Compensation:
$115,000+
Responsibilities:
- Lead client workshops and educational seminars to provide personalized financial guidance tailored to individual risk tolerance and long-term objectives.
- Support clients in executing financial strategies, including life insurance, savings plans, mutual funds, and a broad range of financial solutions.
- Manage and assess client financial data within the CRM system to analyze current position, cash flow, goals, and future expectations.
- Proactively generate and nurture new client relationships through social media outreach and marketing initiatives, serving as a trusted financial advisor.
- Design and implement customized financial strategies that align with each client’s unique circumstances and leverage the full portfolio of available products and services.
Qualifications:
- Skilled in building and maintaining long-term, trust-based client relationships.
- Proven success in leveraging networks to uncover and develop new business opportunities.
- Upholds strong ethical principles while simplifying and communicating complex ideas effectively.
- Strategic, analytical thinker focused on delivering measurable, results-driven outcomes.
- Exceptional communicator and presenter with the ability to engage and influence diverse audiences.
- Highly adaptable professional who excels in fast-paced settings and manages multiple priorities seamlessly.
- Collaborative leader dedicated to fostering teamwork, innovation, and 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.