Financial Services Professional

About This Role

This role involves helping individuals, families, and businesses make sound financial decisions and plan for their future. As a Financial Professional, you will build your own practice with the support of a Fortune 100 company, focusing on protecting clients' assets and guiding them through key financial milestones.

Responsibilities

• Develop your own client base through networking, referrals, and community involvement
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products
• Grow your knowledge and skills through ongoing training and real-world experience

Requirements

• Self-motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable and open to feedback
• Interested in long-term learning and growth, not just a short-term role

Benefits

• Training subsidy available for eligible candidates during early stages
• Structured onboarding
• Licensing support
• Ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials
• Access to experienced professionals and institutional knowledge
• Proven best practices
• Sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content
• Broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency
• Career path flexibility to specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities
• Opportunity to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services
• Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension

Important Details

• Application deadline: 30 April 2027

About the Company

New York Life is a Fortune 100 company with a long history of helping generations of Americans protect their families and attain their financial goals. As a mutual company, it is accountable only to its policyholders. The company has 5 million policyowners protected, paid $1 billion in lifetime annuity income, awarded $7.8 billion in living benefits, and has $1.2 trillion in life insurance protection in force. It is the #1 largest mutual insurer in the U.S. New York Life has been in business for over 180 years.