Job Description
Job Description
Our Mission
At New York Life, we are committed to providing financial security and peace of mind through our insurance, annuity, and investment solutions. We approach every interaction—with policy owners, business partners, and colleagues—with integrity, compassion, and respect. With a balance of confidence and humility, we serve as long-term stewards for those who place their trust in us.
We are here for good—a testament to New York Life’s enduring strength and steadfast dedication to doing what’s right for clients, our business, and society. Above all, our purpose is clear: to be there when our policy owners need us most.
Join Our Team
Become part of the New York Life family as a Financial Services Professional. In this role, you’ll make a meaningful impact by helping clients create secure, sustainable financial futures. In return, we invest in your success—offering the support, tools, training, and mentorship needed to develop and grow your career.
Training, Support & Development
New York Life provides an extensive three-year training program designed to strengthen your marketing, prospecting, and technical expertise. You’ll collaborate with top-performing agents and managers who will guide you as you build and expand your client base. As a Fortune 100 company, we offer the structure, resources, and consistent leadership necessary for long-term success.
About New York Life
New York Life is recognized as one of the most respected and financially sound 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)**¹.
For 65 consecutive years, New York Life has led the Million Dollar Round Table, with more members than any other insurance or financial organization². 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 immediately eligible for comprehensive medical, dental, vision, long-term disability, and group life insurance benefits. New York Life may 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 deliver personalized financial guidance aligned with each individual’s risk tolerance and long-term goals.
- Assist clients in implementing comprehensive financial strategies, including life insurance, savings programs, mutual funds, and a wide range of financial solutions.
- Manage and evaluate client financial information within the CRM to assess their current situation, cash flow, objectives, and future projections.
- Proactively build and foster new client relationships through social media engagement and targeted marketing efforts, serving as a trusted financial resource.
- Develop and execute tailored financial strategies that reflect each client’s unique needs and fully leverage the breadth of available products and services.
Qualifications:
- Experienced in cultivating and sustaining long-term, trust-centered client relationships.
- Demonstrated ability to leverage personal and professional networks to identify and develop new business opportunities.
- Committed to strong ethical standards while clearly articulating and simplifying complex concepts.
- Strategic and analytical thinker focused on delivering measurable, results-oriented outcomes.
- Strong communicator and presenter with the capability to engage, inform, and influence diverse audiences.
- Highly adaptable professional who thrives in fast-paced environments and effectively manages multiple priorities.
- Collaborative leader dedicated to promoting teamwork, fostering innovation, and supporting 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.