Job Description

New York Life is rapidly expanding and looking for motivated, growth-minded professionals to join our team. If you're eager to learn the fundamentals of financial services, build lasting relationships, and help clients achieve financial confidence, we want to hear from you. As a Financial Advisor with New York Life, you'll be backed by the training, tools, and resources of a Fortune 100 company. Responsibilities: • Meet with individuals, families, and businesses to assess their insurance and financial protection needs • Recommend personalized insurance solutions, including life insurance, annuities, and retirement strategies • Guide clients through the application and underwriting process with professionalism and care • Generate new business through networking, referrals, and community engagement • Build and maintain strong client relationships by conducting regular policy reviews and offering proactive support • Collaborate with underwriters, financial advisors, and New York Life team members to deliver comprehensive financial strategies • Stay current with industry developments and continue your professional education through company-sponsored training • Operate with integrity and maintain compliance with all regulatory and ethical standards Qualifications: • Previous experience in sales, customer service , or financial services is preferred • Exceptional communication skills —you can simplify complex topics and build trust easily • Strong listening, analytical, and consultative abilities • Self-motivated and goal-oriented with the ability to work independently • A genuine desire to help others and make an impact • Familiarity with life insurance, annuities, or retirement planning is a plus, but not required—we provide full training • Bachelor’s degree in business, marketing, finance, or a related field is preferred but not mandatory • Must be willing to obtain a Life & Health insurance license (licensing sponsorship and training provided) Compensation & Benefits: • Commission-based income with bonus opportunities and incentives • Competitive benefits package including medical, dental, vision, 401(k), and pension • Licensing support and paid training • Ongoing mentorship, career advancement opportunities, and access to digital sales tools and marketing support About Company: Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. and will proudly celebrate its 180th anniversary in 2025. As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service. We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.

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