Job Description
Job Description
Our Mission: Be There When It Matters Most
At New York Life, everything we do centers on one powerful purpose: providing financial security and peace of mind. Through a comprehensive suite of insurance, annuity, and investment solutions, we help individuals, families, and businesses protect what matters most and plan confidently for the future.
We approach every relationship — with clients, partners, and colleagues — with integrity, compassion, and respect.
As a mutual company, we are built for long-term stewardship, not short-term gains. That means doing what’s right, always. We are here for good. It reflects our enduring strength, our commitment to communities, and our promise to be there when policy owners need us most.
Build a Career with Purpose
Join New York Life as a Financial Services Professional and make a meaningful difference in the lives of your clients. You’ll empower individuals and families to create secure, sustainable financial futures — while building a career with unlimited potential and long-term stability.
In return, we invest in you. From day one, you’ll receive the tools, support, and mentorship needed to grow your skills, expand your client base, and advance your career with confidence.
Training, Support & Professional Growth
Your success is our priority. That’s why we offer a comprehensive three-year training and development program designed to strengthen your:
- Marketing and prospecting strategies
- Financial and technical expertise
- Business development and relationship-building skills
You’ll work alongside experienced agents and leaders who are personally committed to your growth. Backed by the strength and resources of a Fortune 100 company, you’ll have the structure, brand recognition, and support system needed to build a thriving, long-term practice.
A Company Built on Strength and Trust
New York Life is one of the most respected and financially strong institutions 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
- 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 — a testament to the professionalism and success of our agents.
We have also been recognized by Fortune as one of the World’s Most Admired Companies.
Additional Information
Financial Services Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, and securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.
New York Life is an Equal Opportunity Employer (M/F/D/V).
Full-time agents and their eligible dependents may qualify for a comprehensive benefits package that includes medical, dental, vision, long-term disability, and group life insurance coverage. Benefits are subject to eligibility requirements and plan terms.
Compensation:
$135,000+
Responsibilities:
- Lead client workshops and educational seminars, delivering tailored financial guidance aligned with individual risk tolerance, financial goals, and long-term objectives.
- Assist clients in implementing comprehensive financial strategies, including life insurance, savings programs, mutual funds, and a broad range of financial solutions designed to support overall financial security.
- Maintain and analyze client financial information within the CRM system to assess current financial positions, cash flow, objectives, and long-term projections.
- Proactively cultivate new client relationships through strategic social media engagement, targeted marketing initiatives, and professional networking efforts, establishing yourself as a trusted financial resource.
- Develop and execute customized financial plans that address each client’s unique needs while leveraging the full suite 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.