Licensed Financial Professional
Job Description
Job Description
Must Live in West Texas
Company Overview
New York Life is a Fortune 100 company and the largest mutual life insurance company in the United States. With a legacy spanning over 175 years, we are dedicated to providing life insurance, retirement income, investments, and long-term care insurance to families and communities across the nation.
Comprehensive Product Suite
Enhance client offerings with:
- Life insurance, annuities, long-term care, and disability insurance
- Investment solutions through NYLIFE Securities LLC (FINRA/SIPC)
- Advisory services via Eagle Strategies LLC, a Registered Investment Adviser
- Group health and business solutions through sponsored marketing agreements
- Advanced Planning Group support for complex and high-net-worth cases
Growth and Support for Seasoned Professionals
We invest in your continued success:
- No competition from internal teams—100% support
- Specialization paths in advanced markets: retirement, estate, business, and wealth planning
- Continuing education, study groups, mentorships, and peer collaboration
- Incentive programs, recognition, and development trips for top producers
Compensation and Benefits
Your income reflects your performance:
- In 2023, agents under our N8 and N9 contracts who met minimum production averaged $117,359; the top 50 averaged $1.68M
- Full-time eligible agents enjoy comprehensive benefits: medical, dental, vision, 401(k), and pension
If you're ready to take your career to the next level while making a difference in people's lives, we invite you to apply with New York Life today!
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity
Compensation:
$115,000+ at plan
Responsibilities:
- Develop and implement comprehensive financial plans tailored to clients' needs and goals.
- Conduct a thorough financial analysis and provide insights on investment management and cash flow.
- Advise clients on estate planning, tax strategies, and wealth management options.
- Utilize financial software to track and manage client portfolios effectively.
- Build and maintain strong customer relationships through excellent communication and service.
- Stay updated on financial regulations and market trends to provide informed advice.
Qualifications:
Requirements:
- Bachelor's degree in finance, business, or a related field is preferred.
- Strong understanding of financial concepts and investment strategies.
- Proven sales experience with a focus on customer service excellence.
- Ability to analyze financial data and provide actionable insights.
- Excellent communication skills, both verbal and written.
- Familiarity with financial software tools is a plus.
About Company
New York Life, is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping Americans protect their families and attain financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on long-term success.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity