Job Description
Job Description
Join us at New York Life, where your career as a Financial Advisor will truly thrive. You'll have the chance to empower clients by guiding them through life insurance and financial planning, ensuring their financial futures are secure.
We offer a supportive environment that promotes growth and innovation, backed by our legacy of stability and trust. With unmatched career advancement opportunities, competitive compensation, and flexible work arrangements, you'll find a perfect balance between personal and professional growth. Our comprehensive professional development programs are tailored to your needs, helping you achieve your career goals.
Be part of a team that values collaboration and cutting-edge projects. Let's build a promising future together.
Compensation:
$75,000 - $105,000 yearly
Responsibilities:
- Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies.
- Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning.
- Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates.
- Develop and implement customized strategies that help clients achieve financial security and peace of mind.
- Proactively prospect and network to grow a client base within the community.
- Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies.
- Continuously develop knowledge and expertise through ongoing training and professional development.
Qualifications:
- Bachelor’s degree preferred, but not required — strong consideration given to proven sales, leadership, or business-minded experience.
- Life and Health Insurance License (must be obtained prior to starting).
- Ability and willingness to pursue required securities registrations:
- Path 1: SIE + Series 6 63.
- Path 2: SIE + Series 7 66.
- Strong communication and relationship-building skills with a servant-leadership mindset.
- Driven, disciplined, and highly motivated by performance-based rewards.
- Ability to work independently while also thriving within a team-oriented culture.
- Commitment to personal integrity, professional growth, and community impact.
About Company
A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.
Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies:
- A.M. Best: A++
- Fitch Ratings: AAA
- Moody’s: Aaa (or Aa1 in some recent updates)
- Standard & Poor’s: AA+ 
These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.