Job Description
Job Description
Our Mission: Be There When It Matters Most
At New York Life, our purpose is simple and meaningful: helping people achieve financial security and peace of mind. Through a broad range of insurance, annuity, and investment solutions, we support individuals, families, and businesses in protecting what matters most and planning confidently for the future.
Every relationship we build—with clients, partners, and colleagues—is grounded in integrity, compassion, and respect.
As a mutual company, we focus on long-term responsibility rather than short-term gains. That means doing what’s right, consistently. “We are here for good” reflects not only our financial strength, but also our commitment to the communities we serve and our promise to be there when policy owners need us most.
Build a Career with Purpose
As a Financial Services Professional with New York Life, you have the opportunity to make a meaningful impact. You’ll help individuals and families build secure financial futures while creating a career that offers stability, flexibility, and significant growth potential.
From day one, we invest in your success with the tools, guidance, and mentorship needed to develop your skills, grow your client base, and build your business with confidence.
Training, Support, and Professional Growth
Your development is a priority. Our comprehensive three-year training and development program is designed to strengthen your:
- Marketing and prospecting strategies
- Financial and technical expertise
- Business development and relationship-building skills
You’ll work alongside experienced professionals who are committed to your success. Backed by the strength of a Fortune 100 company, you’ll have access to the resources, brand recognition, and support needed to build a sustainable, 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, holding 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 had more Million Dollar Round Table qualifiers than any other insurance or financial services organization, reflecting the professionalism and success of our agents.
The company has 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 provide 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 eligible dependents may qualify for a comprehensive benefits package, including medical, dental, vision, long-term disability, and group life insurance. Benefits are subject to eligibility requirements and plan provisions.
Compensation:
$135,000+
Responsibilities:
- Lead client workshops and educational seminars, delivering personalized financial guidance based on individual risk tolerance, goals, and long-term objectives.
- Help clients implement comprehensive financial strategies, including life insurance, savings programs, mutual funds, and other solutions that strengthen overall financial security.
- Analyze and manage client financial data within the CRM to assess current positions, cash flow, goals, and future projections.
- Build and expand client relationships through social media, targeted marketing initiatives, and professional networking, establishing yourself as a trusted financial resource.
- Develop and execute customized financial plans tailored to each client’s unique needs, leveraging a full range of products and services.
Qualifications:
- Demonstrated ability to build and sustain long-term, trust-based client relationships.
- Proven track record of leveraging personal and professional networks to generate and grow new business opportunities.
- Strong commitment to ethical standards, with the ability to simplify and communicate complex concepts clearly.
- Strategic, analytical thinker focused on delivering measurable, results-driven outcomes.
- Skilled communicator and presenter who engages, informs, and influences diverse audiences.
- Adaptable professional who thrives in fast-paced environments and manages multiple priorities effectively.
- Collaborative team player who values partnership, fosters innovation, and contributes to organizational success.
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.