Job Description
Job Description
Our Mission: Be There When It Matters Most
At New York Life, our work is guided by a clear and meaningful purpose: helping people achieve financial security and peace of mind. Through a wide range of insurance, annuity, and investment solutions, we support individuals, families, and businesses in protecting what matters most and planning for the future with confidence.
We build every relationship—with clients, partners, and colleagues—on a foundation of integrity, compassion, and respect.
As a mutual company, our focus is on long-term responsibility rather than short-term results. That means consistently doing what’s right. “We are here for good” reflects our financial strength, 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’ll have the opportunity to make a lasting impact. You’ll help individuals and families build secure financial futures while developing a career that offers both long-term stability and unlimited potential.
We invest in your success from the start, providing the tools, guidance, and mentorship you need to grow your skills, expand a client base, and advance with confidence.
Training, Support & 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 knowledge
- Business development and relationship-building skills
You’ll collaborate with experienced agents and leaders who are committed to your success. With the backing of a Fortune 100 company, you’ll have access to the resources, brand strength, and support system needed to build a sustainable, long-term practice.
A Company Built on Strength and Trust
New York Life is among the most respected and financially secure institutions globally, holding the highest financial strength ratings 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—highlighting 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 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).
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:
- Facilitate client workshops and educational seminars, providing personalized financial guidance aligned with each individual’s risk tolerance, goals, and long-term objectives.
- Support clients in executing comprehensive financial strategies, including life insurance, savings programs, mutual funds, and a wide range of solutions designed to enhance overall financial security.
- Manage and evaluate client financial data within the CRM system to understand current financial positions, cash flow, goals, and future projections.
- Actively build new client relationships through strategic use of social media, targeted marketing campaigns, and professional networking, positioning yourself as a trusted financial resource.
- Design and implement customized financial plans tailored to each client’s unique needs, utilizing a full spectrum of products and services.
Qualifications:
- Proven ability to build and maintain long-term, trust-based client relationships.
- Demonstrated success in leveraging personal and professional networks to identify and grow new business opportunities.
- Strong commitment to ethical standards with the ability to clearly communicate and simplify complex concepts.
- Strategic and analytical thinker focused on delivering measurable, results-driven outcomes.
- Effective communicator and presenter skilled at engaging, informing, and influencing diverse audiences.
- Adaptable professional who excels in fast-paced environments and manages multiple priorities with confidence.
- Collaborative leader who values teamwork, encourages innovation, and contributes to 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.